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That Didn’t Take Long!

At the end of SMI's June article, What the Flattening Yield Curve Says About the Economy and Markets, I wrote the following:
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What the Flattening Yield Curve Says About the Economy and Markets

In the decade since the 2008 financial crisis ended, interest rates have dominated most discussions of the economy and financial markets. The Federal Reserve assured this would be the case by lowering short-term interest
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How To Prepare for Investment “Accidents”

On April 17, less than an hour into its scheduled journey from New York to Dallas, Southwest Flight 1380 suffered an explosion in one of its two engines, causing shrapnel to pepper the plane’s wing and fuselage. The
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Recent Correction Raises the Question: Are You Ready for the Next Bear Market?

The winds of change blew through the financial markets in February, leading to the first stock-market correction (a decline of at least 10% from the previous high) in two years. What caused the correction, and
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The Fed, Interest Rates, and the Eventual End of the Bull Market

After nine long years of Federal Reserve policies dominating the economic and investing landscape, it's understandable if many readers are experiencing acute "Fed fatigue" and have largely tuned out news relating to it.
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Corporate Earnings Are Sending Mixed Messages About the Stock Market’s Future

If one were to ask a group of investors what factors drive the stock market, any number of answers might emerge. Fear and greed. The Federal Reserve. Interest rates. The business cycle. All of these are partial truths —
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The Bond Market Is Shouting, But Is the Fed Listening?

The Federal Reserve’s desire to raise short-term interest rates has been clearly communicated for many months. It has been the key issue driving the investing markets all year (at least until last week's Brexit vote), and
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Various Takes on the Fed's Failure to Raise Rates

As is usually the case, opinion is all over the lot as to the wisdom of the Federal Reserve's decision to keep short-term interest rates at near zero levels. Here are links to (and brief excerpts from) some of the more
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Are You Ready for What May Be a Deflationary Dance in 2015?

As we discuss our suggested portfolio allocations for 2015, remember that the most important characteristic of your portfolio — the factor that influences the performance of your portfolio more than any other — is the way
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Warning: Don’t Mix Politics With Your Investing

It's election day, so as a follow-up to Austin's piece yesterday, I thought I'd briefly touch on an important investing lesson: don't mix politics and investing. Doing so will usually leave you poorer. This might seem
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