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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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This is Why

I recently received a call from a client expressing concern about the outcome of the recent United States presidential election. And the fiscal cliff. And the problems in Europe. Etc. He feared that the outlook may have dimmed for investors in common stocks. As is often the case during emotionally charged periods, his suggestion was […]

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Worth Pondering

“You cannot help the poor by destroying the rich. You cannot strengthen the weak by weakening the strong. You cannot bring about prosperity by discouraging thrift. You cannot lift the wage earner up by pulling the wage payer down. You cannot further the brotherhood of man by inciting class hatred. You cannot build character and […]

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Turkey, Football and Lincoln

Last weekend I took my Mom to see the Steven Spielberg movie “Lincoln.” If you’re looking for something in addition to turkey, football, and shopping this weekend, I gave the movie two thumbs up. The entire cast gives a great performance. Daniel Day Lewis is spot on as President Lincoln, and Tommy Lee Jones gives […]

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Fix the Debt NOW

At an investment conference in Chicago last week, I attended a presentation hosted by Erskine Bowles and Alan Simpson, authors of The Campaign to Fix the Debt. I agree with their assertion that citizens need to communicate with their elected officials NOW to address this problem and follow their bi-partisan plan. I did. Please do […]

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