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IN THIS ISSUE: 1. 45% of Americans Now Pay No Federal Income Taxes 2. US Stock Market on Track For Second-Longest Bull Run 3. Despite Long Bull Run, Investors Continue to Unload Stocks 4. Millions of Americans Have Fallen Out of Love With Stocks Overview If the US stock markets don’t collapse between...
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IN THIS ISSUE: 1. Dalbar Studies – Why Investors Make Less than the Market 2. Most Investors Are Not Good at Managing Money 3. The Benefits of Professional Active Management 4. Niemann Capital Management Has Beaten Market With Less Risk Dalbar Studies – Why Investors Make Less than the Market...
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It does not hurt to be reminded once in a while about what it means to be a “true investor,” and who better to remind us than Warren Buffett? Today’s Outside the Box comes to us from the pages of Fortune magazine (hat tip to my good friend Tom Romero of Capital Research Partners, who...
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How much shopping did you do over the Thanksgiving weekend? According to experts who know a lot more about shopping than me, Americans spent a lot of money these past few days. An Accenture (ACN) survey showed that more than half of Americans were expected to do some shopping this weekend. Wells Fargo...
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Promoting Failure No Apologies, Only Promotions Navigating the Unknown: What Investors Need to Know for 2014 New York, Geneva, Saudi Arabia, Dubai, and Northwest Canada The true measure of a career is to be able to be content, even proud, that you succeeded through your own endeavors without leaving...
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Wow! My three weeks in Australia added up to what I think will turn out to be one of the most-profitable research trips of my life. I believe we are on the verge of a new natural resource super-cycle -- and Australia is blessed with plenty of them. Australia is one of world's largest producers of...
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Winter Is Coming How Much Is That Euro in the Window? Bashing Germany and Other Fun European Activities Enter the Rebels Can Europe Handle One More Shock? Navigating the Unknown: What Investors Need to Know for 2014 New York, Seattle, Geneva, Saudi Arabia, and Dubai The Finest Prime Rib Ever In 2009...
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Greetings from Australia! I'm on my first trip down under, and I've fallen in love with the country's natural beauty, the glorious weather, and especially the warm, welcoming people here. Australia is truly a slice of heaven on earth. I'm here on business, searching for the next investment...
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When you think of red-hot IPOs, what companies come to mind? If you're as old as I am, you may remember the Microsoft (MSFT) initial public offering back in 1986. I was a Merrill Lynch broker in Washington State at the time. My phones rang off the hook with investors wanting to get in on the Microsoft...
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Unrealistic Expectations Nominal or Real? Voting versus Weighing Chicago, Bismarck, Denver, Etc. "In the short run, the market is like a voting machine, tallying up which firms are popular and unpopular. But in the long run, the market is like a weighing machine, assessing the substance [intrinsic...
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How Do I Hate Thee? Let Me Count the Ways… The Silver Lining Investing in a Market to Hate Money for Nothing World Premiere in Dallas, September 6 Chicago, Bismarck, Denver, Toronto, and New York How do I love thee? Let me count the ways. I love thee to the depth and breadth and height My soul...
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When it comes to the global economy, are you more of a glass-half-full or glass-half-empty investor? If you're on the cautious side, you have good company because the International Monetary Fund issued a pretty bearish forecast this week for the global economy. The IMF just released its semi-annual...
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Investors seek that elusive substance called alpha . It is too often remains hidden from them, and instead they find some form of beta , or simply what the market gives everyone. Sometimes, in secular bull markets, that can be plenty and investors feel secure. But in the secular bear cycles investing...
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Remember Reaganomics? Well when the new year ticked over to 2013, it became the ‘80s all over again ... in Japan, anyway. During the first week of this year, I told my subscribers in my Asia-focused trading service that “Japanese stocks — exporters in particular — are looking...
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China isn’t just a global economic powerhouse. It’s a global military power as well. And it isn’t about to let anyone forget that, least of all its Asian neighbors whom it’s battling over the rights to the South China Sea’s natural resources. Buried deep beneath the ocean...