Monthly Archives: April 2016

Dear Prudence

Dear Prudence – A warning in today’s GDP data While there is no doubt that patience is a virtue for investors, exercising prudence is equally important. In our prior article “Limiting Losses”, we examined how taking prudent measures, at certain … Continue reading

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Limiting Losses

Limiting Losses “Most investors are primarily oriented toward return, how much they can make and pay little attention to risk, how much they can lose.” Seth Klarman   Growing wealth through investing typically occurs over a long time horizon that … Continue reading

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A Bug in Search of a Windshield

On numerous occasions over the past year we suggested that U.S. equity valuations were expensive. Certainly the recent sharp rebound in share prices in the midst of declining earnings, lower earnings forecasts and slowing domestic and global economic growth has … Continue reading

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Buying Dollar Bills for $1.10

The following research was jointly produced by: J. Brett Freeze, CFA of Global Technical Analysis and 720 Global 720 Global has written four articles to date on stock buybacks and the harm these actions will likely have on future corporate … Continue reading

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