Perspectives

Fearless Forecast 2023: You Can’t Go Home Again

Asheville, North Carolina holds a special place for the writer and native son Thomas Wolfe, whose 1940 novel’s title You Can’t Go Home Again is a fitting framing for investing in 2023. Many investors are trying to treat the events of 2022 as an aberration in...

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Is The Growth Stock Correction Over? Not Yet

With the sale of Twitter to Elon Musk last week, a syndicate of banks had previously offered to loan Mr. Musk $13 billion to help pay for the $44 billion deal. The intentions of the banks were to turn around and sell the debt to the investing public as bonds...

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Perception Vs. Reality. Why Bonds Are Not A Safe Haven

Advocates of formulaic investing along the lines of 60 percent stocks, 40 percent bonds are not doing so well these days. Year to date, bond indexes are down about 13 percent. This is the second consecutive year of negative returns from fixed income. While this may be...

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Market Decline Accelerates: How To Find The Bottom

At this writing, the Standard & Poor’s 500 Index is down 16.8 percent year-to-date.  Within this fact, several stocks have gone down less and some have gone down a great deal more. For those who would rather invest in the future than the present, an analysis...

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