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Why We Are Ready to Say Goodbye to Gold

Jul 26, 20221 min read

Why We Are Ready to Say Goodbye to Gold

Gold is viewed by many as one of the main hedges against inflation. With the Consumer Price Index up 9.1% year-over-year in June and gold...

Why we are not "buying the dip"

Mar 8, 20223 min read

Why we are not "buying the dip"

The trifecta of inflation, higher interest rates, and the War against Ukraine has pushed the US equity market into a correction (a...

Must Read

"Best ideas", R. Cohen, C. Polk, B. Silli, 2010
"How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009
"The inefficient stock market", R. Haugen, 2002
"The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002
"From efficient market theory to behavioral finance", R. Shiller, 2003

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