March 2017

March 30, 2017

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We See Opportunities Across the Atlantic Our basic view on the U.S. market remains positive.  As we’ve written in recent letters, we believe that the post-election rally doesn’t just reflect the optimism of businesspeople and consumers about positive developments in...
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March 23, 2017

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What the Fed Means For Your Portfolio World markets are facing a major change, as interest rates have begun a multi-year uptrend. U.S. and foreign economic data continues to improve.  On many fronts, including employment, capital spending, salary increases, backlogs...
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March 16, 2017

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Is Your Portfolio Prepared For the New Market Environment? The change that is underway in U.S. markets is no run-of-the-mill, short-term shift.  This is a sea-change — not business as usual.  We’re referring to the end of a thirty-year period...
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March 09, 2017

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The U.S. Growth Comeback Is In Its Early Innings Here’s why we’re bullish on U.S. economic growth for the rest of 2017, and probably longer. The Great Recession was not a standard textbook economic contraction, and the recovery has not...
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March 02, 2017

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Global Stocks Stocks are attractive in the U.S. and several other countries, driven by improvements in economic performance. Since the third quarter of 2016, U.S. corporate profits have begun to rise after a six-quarter stint of sideways earnings. Since the...
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