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The “Artificial” Magic in the Stock Market Rally
The “Artificial” Magic in the Stock Market Rally

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...

Avoiding a “Self-inflicted Recession”
Avoiding a “Self-inflicted Recession”

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....

Demise of the US Dollar: Greatly Exaggerated or Destiny?
Demise of the US Dollar: Greatly Exaggerated or Destiny?

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...