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Letters to a Young Investor: Lesson 5 – Diversification
A crucial part of diversification is understanding the trade-off between risk and reward.
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Past Articles
Implementing data, cultivating outlook
“Some of the most rewarding periods for investors have come alongside the need for meaningful problem solving.”
Halfway through 2023, outlook improving
By Kyle Tetting Reasonable caution is always appropriate, but investors too focused on the risks missed out on a lot across the first six months of 2023. […]
No recession yet, the White House says
Two consecutive quarters of negative GDP do not a recession make.
Recession’s not over till the NBER sings
Economists involved in business cycle information are painstaking when pronouncing the end of a recession. Over the past five downturns, they averaged 15 months between when the recession was over and when they said so. On three of those occasions — 1980, 1991 and 2001, the lag between the turning point and the bureau’s declaration was longer than the recession itself. […]
Economy keeps counting on consumers
Much of the optimism for the U.S. economy is the health of consumers. […]
Leaning into the curve
The Fed notes, “every recession since 1957 has been preceded by a yield curve inversion.” But there is more to consider.