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Interesting Reads for November 2nd
Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Market Recap
It was a broadly lower week for most of the global equity indexes with the exception of the S&P 500. Large-caps were up +0.2%, but small-cap U.S., developed, and developing stocks were lower....
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Interesting Reads for October 29th
Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Interesting Reads for October 26th
Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Interesting Reads for October 19th
Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Market Recap
So let’s recap – economic data was soft, earnings are under pressure, sales are faltering, and margins are falling. But stocks rally, all because the Fed is likely to stay easier for longer. This is a tough market to short!! In essence this is where we have been ever since the financial crisis – reliant on policy makers to at least avoid making a mistake. And if they can goose things a bit more that is all the better.
It is a strange world we live in!!...
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CNBC Appearance by Charles Blankley, CFA
In the clip below, Gemmer CIO Charles Blankley discusses how deflationary conditions in China may weigh on global growth...
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Interesting Reads for October 8th
Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Market Recap
It was a pretty interesting week with generally downbeat economic data offset by hopes that the weak data would lead to either policy stimulus or at least no tightening. For the week the S&P added +1.0% but small-cap U.S. stocks lost -0.8%. Overseas markets did well with the developed EAFE adding +1.8% while emerging equities spiked +4.4% higher. Markets are also being supported by the sentiment backdrop. When everyone is bearish equities typically do the exact opposite. As you can see below, the ratio of bulls to bears is at the lowest point since 2011....
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Interesting Reads for September 30th
Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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