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The real lesson of the 2010 flash crash
Market turbulence is something that can be embraced rather than shunned.
Manager Commentary Charles Sizemore on 17 May 2012
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Why we changed the lineup on our ETF models
Much of our research and investment in recent years has focused on income and income growth, and for good reason.
Manager Commentary Charles Sizemore on 13 May 2012
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Here's why the big money likes stocks
This is the sort of bullish consensus I like to see; the Big Money is optimistic without being euphoric.
Manager Commentary Charles Sizemore on 4 May 2012
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How Peruvian horses show us the way in this market
There's a case for alternative investments with little correlation to global stock markets and the global economy.
Manager Commentary Charles Sizemore on 27 Apr 2012
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Cautiously bullish about stocks for the rest of 2012
U.S. companies find themselves in the best fiscal health in recent memory.
Manager Commentary Charles Sizemore on 23 Apr 2012
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Time to go bargain hunting?
Is this an opportunity to buy all of those great stocks that “got away from you” in the first quarter run-up, or a portent of nasty things to come?
Manager Commentary Charles Sizemore on 16 Apr 2012
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What 'Spartacus' teaches us about investing
The investment game is a spectator sport that can also turn your stomach at times.
Manager Commentary Charles Sizemore on 9 Apr 2012
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Inflation worries don't keep me up at night
You bet the wrong way on inflation, and it may cost you your nest egg.
Manager Commentary Charles Sizemore on 29 Mar 2012
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Stock Picks for a Market That Has Room to Run
We are genuinely pleased with the performance of most asset classes in 2012. As we expected, bond yields have moved mostly sideways.
Manager Commentary Charles Sizemore on 9 Mar 2012
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Here's the real catalyst for a housing rebound
It will not be another stimulus bill or quantitative easing. It will be demographics.
Manager Commentary Charles Sizemore on 8 Mar 2012
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