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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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Flexible Plan: Are There More Than Two Investor Drives?
The conventional wisdom seems to be that investors are motivated primarily by two emotions: greed and fear. But I've seen a third factor as well.
Brinker Capital: Door No. 3 For The Debt Ceiling
The Senate finally made a deal to take the government into December. But the negotiation path beyond that point is nebulous, leaving us all in limbo.
Sowell: How SPACs Really Work
For public equity investors, SPAC stocks can be interesting private equity type investments. And for their sponsors, this can be extremely lucrative.
Frontier: Yes, Valuations Still Matter
Wall Street loves the slogan "TINA" for "there is no alternative" to stocks in a zero-rate world. But investors know better than to chase bubbles.