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January 14, 2022
Q421: Quarter in Review

All but ignoring the global pandemic, for the third year in a row global stocks saw a double-digit gain, once again powered by U.S. stocks. After two years of high single-digit gains, though, the domestic investment-grade bond market turned in a loss. After a close first half, domestic equities powered away from their global peers. […]

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January 7, 2022
Factor Revival

While it’s true that we fancy smaller, less-expensive and more profitable companies, those preferences have not been shared among the bulk of investors over the past decade. With relative performance as testament to that fact, investors have been rather more interested in pulling forward the longer-term potential of growthier names. But history generally has been […]

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December 3, 2021
Which Way Next?

Fresh variation in the COVID-19 virus spooked investors over the Thanksgiving holiday. Fears of the virus rather quickly gave ways to fears of missing out on further market gains, then turned about again. The u-turns brought these tenets to mind: Even if not presently expressed, investment risk is always present. That is, if for no […]

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November 5, 2021
Hyping Inflation

When something new comes along in Finance, it can be fun to watch market participants line up to present themselves as experts, quick to provide “insight” into what the future will hold. Over the past few weeks, voluminous ink has been spilt over the confluence of rising inflation and nascent digital currencies, both of which […]

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October 5, 2021
Q321: Quarter in Review

Equity returns over the past year still pretty stellar, even without the initial rebound from the bottom of the COVID-19 crisis last March. Bonds have had a more sorrowful time of it, though, as the confidence that drove the rebound in stocks also provided a boost to interest rates. Developed-market stocks—both domestic and abroad—traded in […]

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October 1, 2021
Always the Season

Each spring, we hear echoes of a favorite line among many market watchers: the months of May through October have proved the worst of all in terms of return for U.S. investors, so better to watch out. Perhaps even cut and run. Among other such compartmentalizations of historical returns, the goal presumably is to show […]

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