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Concerned About Inflation? Consider Real Estate Over Commodities.

March 23, 2021

Peter Brunton, CFA, Chief Investment Officer Did you know the M2 monetary supply – the amount of dollars held in cash, ... Read More

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Different Year, Same Stuff

I’ll always remember the stock market in 2000. That’s the first year I was a portfolio manager, and what a year it was. At the beginning of the year, I thought the valuations of tech, media, and telecom stocks made no sense whatsoever. At the…
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Big Tech Eats World

Big tech is awfully interesting. They keep on getting bigger and bigger, even when the fundamentals aren’t. At this point, Apple is bigger than the third largest stock market in the world, and bigger than the Russell 2000! Of course, it’s hard to say what…
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Mission Accomplished?

With the Regional Banking ETF (KRE) up over 6% on Friday, is everything OK? Of course not. KRE was still down 10% on the week, even with that bounce, and down 35% YTD. We’ve had four banks with about $500B in assets fail in the…
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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth

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Tilting the Odds, Mark Tepper

Tilting the Odds: The Keys to Gaining an Investment Edge

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