Tuesday, March 5, 2013

Welcome Back, Visible Risk

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Risk—and more accurately "visible risk"—has re-entered the market, and that’s a very good thing. Visible risk is what you can mea...
Friday, June 15, 2012

Dad: The Ultimate Business Partner

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My Dad died suddenly on December 5th 2011, after battling various effects from cancer and kidney surgery. I was in my late 40’s with a wife ...
Wednesday, May 23, 2012

Through the Economic Lens: 2012 Looks More Like 2010

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By Rob Stein The recent selloff in the market, with nervous investors made all the more so because of the media’s obsession with financia...
Tuesday, April 24, 2012

An Apple a Day?

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First off, I must confess that I am not one who analyzes individual stocks or has the aptitude (read: patience) to review P/E ratios, growth...
Monday, April 16, 2012

After the Speed Bump…

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Slow down: Speed bump. After that, accelerate with care. That’s the essence of our near-term economic outlook. Although a tapping of the bra...
Monday, March 19, 2012

Regressing to the Mean: Asset Values Returning to Low Correlations

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By Rob Stein Asset values are finally marching, once again, to the beat of their own drummers. For portfolio managers and investors alike, t...
Tuesday, January 31, 2012

GDP: Softer Than It Looks and Struggling to Muddle Through

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The Q4 2011 GDP reading of +2.8% produced what may appear to be a respectable headline number, a full percentage point above Q3 GDP growth o...