February 2016

February 26, 2016

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Retirement: An Economic Disaster and a Health Catastrophe?   A letter to Financial Times columnist Michael Skapinker last week brought our attention to a personality we hadn’t heard of, but who is well-known in Europe.  Dr. Charles Eugster is a 96-year-old...
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February 19, 2016

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Market Summary  Some market sectors have become very good values.  Others need to fall more in price to become attractive.  Seeing the outsized declines in energy, technology, and other sectors has made us quite certain that some values have been...
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February 11, 2016

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Europe’s Banks Are Showing Cracks  We’ve been expressing our worry about the health of the European banking system for years.  Starting in 2012, many European banks relied on “CoCos” — contingent convertible bonds — in an attempt to shore up...
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