June 2016

June 30, 2016

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Brexit — What Does It Mean?  The British electorate has chosen to leave the European Union.  This will not be instantaneous, but will take a few years to be completed. Some people view this as a political issue: Britain is...
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June 24, 2016

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Gold, Oil, Stocks, and the Return of Stagflation:  Where to Find Profits in the Current Environment Late last year, markets had a pretty robust view of the path of U.S. interest rates in 2016.  Reality has intervened, as it has...
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June 24, 2016

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Gold, oil, stocks, and the return of stagflation:  where to find profits in the current environment.  What investments have the potential to perform well under the economic and market conditions that are taking shape around us?  From many different angles,...
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June 16, 2016

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Polls, Polls, Everywhere, and Not a Drop of Certainty Markets are possessed by Brexit fears.  The market selloff that began last week may have been prompted by dramatic poll data showing the “leave” vote pulling  ahead of support by Brits...
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June 09, 2016

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Time For Bargain-Hunting In Europe?On Sunday and Monday we heard about two new polls in the U.K. — both showing the “leave” vote pulling ahead of the “stay” vote in the contest to determine whether Britain will remain in the...
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June 9, 2016

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June 03, 2016

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Executive Summary 1.  Bonds not risky?  Think again.  At the present juncture, equities are not the only risk assets.  As we stand near the end of a 30-year credit cycle, bond yields are poised to rise.  We don’t know how...
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June 2, 2016

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