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What Worked for October 2015

Here’s a look at trends in October: High quality companies performed much better than lower quality companies. Why? Lower qualities companies had a sharp rally in late September after the Fed held rates unchanged, but quality re-asserted itself firmly by…

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What Worked for September 2015

Here’s a look at trends in September: Quality, large cap companies performed better than market as a whole, and dramatically better than companies with weak fundamentals.[1] Why? “Risk-off” securities were in favor most of the month. (This is no longer…

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What’s Worked for July 2015

Just a note on what worked and what didn’t in July, because August looks like more of the same.   Quality, large cap companies performed well; leveraged firms did not. Why? As economic fears resurfaced, investors preferred firms with more…

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