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Articles from 01/2021

A Silver Lining and Other Points to Ponder

Good times don’t last forever “I don’t know why and I don’t know when but eventually investors are going to become uncomfortable once again.” – A Wealth of Common Sense blogger Ben Carlson, commenting on current market
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Can a Fund Become Too Popular?

Although containing general information about fund investing, this post likely will be of particular interest to members following SMI's Sector Rotation strategy. Mutual funds that are posting great performance numbers
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Money Roundup: The Market is Changing, The Dow Under Donald Trump, and More

Some of the best investing and personal finance articles from around the web. When secular trends reverse (Compound Advisors). A vivid picture of what is often hard to see — how the market is changing.   How Covid-19
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Commodities & Taxes

SMI's newly recommended commodities exposure is off to a great start in 2021, gaining +4.4% so far this year (through the close on January 19). That's considerably better than the +1.28% gain the S&P 500 has generated
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SMI on the Radio: Will You Make the “Right” Investing Decisions This Year? (audio and transcript)

Will you be a wise investor in 2021? Do you know the right moves to make? SMI executive editor Mark Biller talked about what the "right" moves are on MoneyWise Live from Moody Radio.
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A Position of Financial Strength

The New York Times recently ran a series of charts designed to sum up 2020 economically. They showed how the pandemic has impacted employment, wages, home prices, and more. But one of the most striking charts about what
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Money Roundup: Staying Rational, Preparing for Weirdness, and More

Here's our mid-January Round-up of articles on investing and personal finance. We hope you find them interesting and helpful.
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God Is in Control

I'm going to show my age a bit here, but this song from 28 (!) years ago popped into my head this morning and its encouraging message seems worth sharing right now. Plus it has a fabulous early-90s
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Tools and Tips for Finding Alternative Upgrading Funds

In an investing world that was fully SMI friendly, members who follow the Fund Upgrading strategy would be able to invest in any fund we recommend.  Unfortunately, that's not the way things are for many Upgraders,
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Money Roundup: A Tale of Two Economies, Scripture in a Financial Chart, and More

Some of the best investing and personal finance articles from around the web. Two worlds: So much prosperity, so much skepticism (Collaborative Fund). With apologies to Dickens, we're living a tale of two
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