Curb Your Expectations

Written by Lance Roberts | Feb, 22, 2018

“The great economist John Maynard Keynes once said: ‘Practical men, who believe themselves to be quite exempt from any intellectual influence, are usually the slaves of some defunct economist.’” –…

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Why Recent Volatility Is a Gift For Investors

Written by John Coumarianos | Feb, 21, 2018

Warren Buffett’s teacher, Benjamin Graham, once wrote: “The investors chief problem – and even his worst enemy – is likely to be himself.” The market’s recent volatility can give investors…

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Deficits Do Matter

Written by Michael Lebowitz | Feb, 21, 2018

The Federal Reserve (Fed) has increased the Fed Funds rate by 125 basis points or 1.25% since 2015, which had little effect on bonds until recently. Of late, however, yields…

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Technically Speaking: The Bear Still Cometh

Written by Lance Roberts | Feb, 20, 2018

In our portfolio management practice, we focus on weekly and monthly data to smooth out daily volatility. Since we are longer-term investors, our focus remains on being invested during rising…

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