The U.S.

August 18, 2016

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Trump, Clinton Plans Diverge For Retirees   As the U.S. presidential election nears, we are doing a series of reports on the differences and agreements of the major parties on various economic and financial topics.  Last week, we noted one...
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August 12, 2016

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Market Summary The U.S. stock market is moving sideways and slowly upward.  World markets vary.  Our favorites — Brazil and India — are doing well, while some other countries stumble.  Gold and silver remain positive.  Use dips to add to...
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July 29, 2016

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Market Summary We are bullish on the U.S. market for the next few weeks, and suggest buying on dips in August.  Although the market is not cheap, the U.S. is a haven for money leaving Europe because of Brexit and...
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July 21, 2016

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With Good Earnings Growth, U.S. Stocks Will Be In Demand Earnings season is getting underway, and is already producing positive results.  Good earnings will ensure that the psychology surrounding the U.S. market remains positive.  With earnings providing a positive backdrop,...
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July 14, 2016

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Reaching the Top of the Wall of Worry Source:  Bloomberg   As we head into the June earnings season, the S&P 500 has finally rallied above the all-time high set in May of last year. In our letter on June...
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July 07, 2016

Market Summary The Brexit vote and the rise of anti-E.U. parties in Europe show that big changes are underway. Europe The coming changes will be more pronounced in Europe than in the U.K., although the U.K. will also suffer volatility...
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May 26, 2016

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Executive Summary 1.  Ordinary people aren’t very ordinary.  Professor Deirdre McCloskey’s recent piece in The Wall Street Journal got us thinking about the roots of western prosperity — and suggested that current nervousness about populist movements around the globe may...
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May 13, 2016

Executive Summary 1. Critically important to your investments:  popular revolts against corruption around the world.  This trend will last for decades, and upset many of the patterns we think we know.  Corruption and cronyism have existed throughout human history, and...
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April 21, 2016

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Market Summary  Market summary.  The U.S. Dollar moving sideways remains a positive longer-term for U.S. stocks in beaten-down industries, gold, oil, and industrial company shares.  We expect that the U.S. market will move upward, but at any time it may...
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April 01, 2016

When Too Much News Can Confuse 1.  GDP grew by 2.4 percent in 2015 — ignore flawed data, including GDPNow. Fourth-quarter 2015 GDP growth for the U.S. was just revised up to 1.4 percent annualized from an initial reading of...
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