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Articles from 07/2021

Enduring Optimism and Other Points to Ponder

Great expectations “…investors expect to revel in a long run almost three times what financial professionals say is realistic.” – From a recent global survey of investors by Natixis, an asset management company.
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Pictures That Are Worth Lots of Words

"A picture is worth a thousand words," the adage goes. That is not universally true, but visual images can communicate quite efficiently and effectively. The pictures (i.e., graphs and charts) below are from the most
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Money Roundup: The Great Inflation Watch, The Enduring Optimism of an Investor, and More

Some of the best investing and personal finance articles from around the web. Should you worry about inflation? (DealBook, from the NY Times). “The problem with saying inflation is ‘transitory’ is that there’s no
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Market Phase Transition Underway

The fact that certain investments perform better or worse during certain types of economic/market conditions is both an opportunity and a potential pitfall. It's an opportunity in that investors can potentially boost
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There Will Be Days Like This

As I glanced at the market news today, what came immediately to mind was the old Van Morrison song, “Days Like This.” It should be an anthem for all investors. The gentle instrumentals and soothing lyrics feel like
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Money Roundup: The Year (So Far) in Charts, When Money Is No Object, and More

Summertime — and the living is easy. Or not. Whatever life may be serving up right now, we hope you'll find time to grab a cold drink, plant yourself in a shady spot, and sample this week's Roundup.
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Inflation Still Coming in Hot

Inflation is higher than the Fed expected — and it's likely to stick at a higher rate for a while.
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Give Me the Simple Life

I don't know who comes up with such things, but today is National Simplicity Day — pegged to the birthdate of American naturalist, poet, and philosopher Henry David Thoreau. Whatever you may think about Thoreau's overall
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Money Roundup: Money Rules, Taking Our Eyes Off Ourselves, and More

Some of the best investing and personal finance articles from around the web. Top 10 rules for money (The Big Picture). What would you add to this list?   Patient investing is hard (The Evidence-Based Investor). “Far
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-21

We've just updated SMI's Personal Portfolio Tracker with performance data through June 30, 2021, and we've posted a new edition of our monthly Fund Performance Rankings (FPR) as well. New to the Tracker and FPR? Here's an
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