As you I discussed last week, we added risk exposure to portfolios with the breakout to new highs that came in conjunction with a short-term “buy signal” as shown below….
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Just recently, Bloomberg ran a fascinating article discussing a new study from the McKinsey Institute. “American manufacturing could be poised to rebound as technological disruption shakes up global production chains,…
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“What we’re seeing is an increase in the evolutionary pace of IED (improvised explosive device) design. It’s increasing at a pace we previously haven’t seen.” – Ben Venzke The traditional…
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With the current health care bill yo-yoing between picking up momentum and flaming out altogether there has been a lot of noise about Health Savings Accounts or HSA’s for short….
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You’ve done all the right things. There was that formal retirement analysis 5-7 years before your anticipated target date, a consistent plan of saving, investing, and portfolio risk management coupled…
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As we get into the midst of the Q2 earnings season, we can take a closer look at the results through the 1st quarter of the year. Despite the exuberance…
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This past week, the lovely, and talented, Danielle DiMartino-Booth and I shared a discussion on the ongoing debate of why “Rates Must Rise.” Debt drives rates lower….not higher. Debt…
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As I noted in yesterday’s missive, Yellen’s recent testimony on Capitol Hill sent robots frantically chasing asset prices on Thursday even before testimony began. The catalyst was the release of…
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In Janet Yellen’s semi-annual testimony on Capitol Hill yesterday, she made reference to the ongoing strength of employment as one of the reasons for continuing to “normalize” monetary policy by…
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“I know you think you understand what you thought I said, but I’m not sure you realize that what you heard is not what I meant” – Alan Greenspan On…
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