Table of Contents THIRD QUARTER MARKET SUMMARY FOCUS ON DATA NOT DRAMA POSITIONING: LEARN FROM PAST RECESSIONS LVW NEWS Welcome to the fall issue of The Serious Investor, in which we …
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Table of Contents SECOND QUARTER MARKET SUMMARY IS THIS TIME DIFFERENT? LVW NEWS Welcome to the summer issue of The Serious Investor. In this issue we discuss the strong second quarter …
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Welcome to the spring issue of The Serious Investor. In this issue we discuss how Fed policies and pronouncements drove both a rally in the first quarter and the downturn that preceded it. We also …
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Welcome to the winter issue of The Serious Investor. Since our last newsletter, the markets have plummeted, as the U.S. stock market suffered its largest correction in a decade and the worst December …
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Welcome to the fall issue of The Serious Investor. October historically has been a difficult month for the stock market, and that pattern held this year. After the powerful U.S. economy drove strong …
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