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Again, ”It’s the economy, stupid.”

In intellectually preparing for a meeting with a prospective new client today, I was silently rehearsing my discussion points. I noted that clients must understand our “investment process” in order to support our efforts on their behalf. In that regard, I determined that it is best to reverse engineer the algorithm for our process and […]

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”Follow the Money” Means Being Proactive in this Environment

From a macro perspective “follow the money” is a pretty good way to predict human behavior and an excellent way to explain human behavior. Right now market moves depend on which elected official, from which party, framed by which commentator, from which media outlet has just hit the air waves. Hence, last week we saw […]

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