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Nov 1, 20154 min read

Healthcare Stocks are Sniffing, but They will Get Better

Healthcare stocks have certainly caught a nasty cold recently. Investors have fled as if they fear an infection. But as with humans, so...

Where's My Cycle?

An update on where I think we are in the business cycle with respect to growth, inflation and markets

Correlation or causation?

Data is too often presented in an unfair, unclear and misleading way

Dear John

Liontrust's John Husselbee's arguments in support of balanced funds are lame

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