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On The Mark: Risks of Excess Cash
Key Takeaways Investors sought safety in cash following the 2022 bear market driving a record of $6 trillion in cash. Investors holding excess cash missed opportunities in the 2023 market and could miss potential opportunities for greater return in the future....
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...
Investing During a 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....