It is often easy for investors to misjudge fund performance, especially when they evaluate it over multiple periods. One error they often make is relying solely
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While some parts of the American economy look weak, other parts are strong. For example, the labor picture looks bleak for many Americans, but the industrial
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Recently, it has been suggested that the weakening dollar indicates the long-term weakening and indebtedness of the US economy. For example, in his January 2025
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With interest rates falling, there is a risk that investors will not continue to get the same yield that has benefited them the last three years. Money invested
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Recession?
Last year about this time I reviewed the latest economic data to consider whether we were about to head into a recession. In this month’s letter we
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Last month we discussed why large caps have been outperforming small caps since 2005 and that part of the causes had to do with the construction of the market
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Small caps have recently performed better than large caps. But this may just be an anomaly. There have been many brief periods when small caps have outperformed
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Rather than take a spray and pray approach to advertising, the companies that know how to advertise know they need to place ads where the most eyeballs will be
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Since AI is on the cusp of becoming a bigger part of our world, it may be useful to know how it works in simple terms.
The most available form of AI is the
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The One Big, Beautiful budget Bill (OBBB) has passed the House. As of July, it is being worked over in the Senate, as it has flaws and faces some challenges. It
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We are probably headed for higher cyclical interest rates over the next decade. Many signs point to this. On the one hand, the world is trending toward less
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Is a Recession Coming?
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