Will We See a Santa Claus Rally?

Below is a synopsis of this investment report: A “Santa Claus rally” is the phenomenon of equity markets trending upward during late December. Tax planning, holiday bonuses, and buying in anticipation of a rise in stock prices during the month of January are just a few theories behind
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Three Companies Tell a Cautionary Tale

Below is a synopsis of this investment report: Three firms have consistently made headlines over the past few years who are changing the landscape of global financial markets. Their successes combine to tell a cautionary tale to those who want to day trade stocks. Getting in the middl
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Five Questions Answered

Below is a synopsis of this investment report: Investors are anxious to understand the reaction in global financial markets to the outcome of the presidential election. More specifically, they want to know why conservative and income-focused portfolios have failed to keep up with the
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Are We Days Away From Another Black Monday?

Below is a synopsis of this investment report: On October 19, 1987, the S&P 500 dropped over 20% for the single worst day in the history of the U.S. stock market. The fear ingrained into the minds of those who lived through Black Monday is a magnet for fear mongers. Charts that co
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After Summer Slumber, Volatility Returns

Below is a synopsis of this investment report: The market is facing a dilemma based on mixed information and an uncertain political landscape. On the one hand, economic data is neither weak nor strong enough to make the choice to raise interest rates easy for policymakers. On the othe
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Has The Fed Lost Its Credibility?

Below is a synopsis of this investment report: The Fed once again chose to keep interest rates at current levels, which is frustrating given how far we have come since the depths of the financial crisis. Unemployment and inflation have dramatically improved, so many investors were exp
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I Wager Pascal Would Agree

Below is a synopsis of this investment report: Blaise Pascal was a brilliant mathematician and philosopher, and his “wager” can be used as a proxy for gauging investment risk against expected return. Long-term government bonds have been on a tear, but the lessons from Pascal tell us t
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Here We Go Again

Below is a synopsis of this investment report: All three major U.S. stock indexes have hit concurrent all-time highs over the past two weeks, which has caused many pundits to issue fresh warnings. Markets don’t fall for the sole reason that they have hit new highs, and historical data
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How to Spot A Bubble

Below is a synopsis of this investment report: William Bernstein’s seminal masterpiece The Four Pillars of Investing details four conditions necessary for an investment bubble to appear. We have all lived through one of the biggest bubbles of all-time, so use these battle scars as pro
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Print This Chart, Hang It On A Wall

Below is a synopsis of this investment report: The market’s response to a crisis has been rather favorable over time to a balanced investment strategy. Diversification is the golden rule of investing, and this discipline often requires investors to remain allocated to asset classes th
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