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Notes and Thoughts for November 6th, 2020

A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential $5-6 trillion dollar infrastructure spending and stimulus bill (which Democrats have been pushing for).  This put a strong…

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Market Perspective for 6/28/19

The S&P 500 is up close to 4% since the last Update and about 6.5% since the June 3rd low.[1]  And yet, nothing really seems different in terms of the economy or the trade outlook.  We still have no resolution…

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Our Market Perspective

As we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a “correction” and not the start of a new bear market.  Bear markets are only revealed over…

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