Interim Client Update

Dear Clients and Friends: Our belief that a widespread investor capitulation would not be necessary for the stock market to bottom was incorrect. The underlying fundamentals were improving and many stocks and investors had not participated in the great technology bubble, but hindsight is 20/20. Up until June, we managed to avoid most of the […]

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Crowd “Cycle”ology – A Coming Wave of Conservatism

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2002 — The Year Ahead

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A Question of Time Horizon

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Too Far, Too Fast?

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Tug of War

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2001 — The Year Ahead

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Inflation Matters

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The Presidential Stock Market Cycle

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March Madness

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