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Here’s What’s Been Sailing Through Hormuz as Trump Vows Blockade
Portfolio Construction Remains The Dominant Determinant Of Long-Term Investment Outcomes
Portfolio construction remains the dominant determinant of long-term investment outcomes, even as markets evolve and macroeconomic conditions grow more complex.
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Shiller Numbers Flash "Danger" In Low-Rate High-Inflation Zone
The golden mean points to an economy on a steady climb with rates that are neither too hot nor cold, rewarding investment while punishing waste.
Ed Yardeni Sees The Roaring 2020s Alive And Well
The noted market historian says earnings are "on fire" and while growth comparisons are getting harder, the post-pandemic world is still in boom mode.
LPL: Why We're Watching Economic Numbers Again
Even before the pandemic, macro news releases were increasingly ignored as the province of "nerds" who didn't understand day-to-day stock moves. Now?
Government Spending Continues: Gundlach Warns Dollar Is Doomed
It’s hard to look at this latest $3.5 trillion spending proposal (on top of the trillions already spent) and not believe the bond king has a point.