Key Takeaways o The stock market rally has been driven by a narrow group of stocks in 2023. o Narrow leadership can persist for a while and be painful for investors with diversified portfolios as trends in markets shift over time. o Investors should be mindful of what...
Key Takeaways o Many investors today are worried about a recession. o For investors with longer time horizons, investing during a recession is almost unavoidable. o The good thing is that for long-term investors staying invested matters more than a recession....
Key Takeaways o US dollar has gotten a lot of press recently. o Some “de-dollarization” is likely to occur over time. o The long-term impact is both positive and negative. Dollar fears After a decade of relative strength, the US dollar has declined sharply over the...
