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Right – and Wrong – Lessons to Draw From Gold vs. Stocks
How Frequent Are Market Corrections of Various Sizes?
Mid-Year Report: All-Time Highs, But Narrow Market Participation
Recipe for a Second-Half Chase
How “Regression to the Mean” Helps Manage Expectations
Uncomfortable Regime Shifts
Interest Rates — Distinguishing "Cyclical" Moves From "Secular" Trends