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Sunday links: fast pivots

Abnormal Returns

(bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. washingtonpost.com) Economy American consumer behavior is normalizing.

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Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis

Carson Wealth

The bottom line is the economy is strong because the labor market is strong. The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. The global economy was in shambles, and people were losing their jobs all around.

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Market Commentary: S&P 500 Tops 5,000. What’s Next?

Carson Wealth

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. What a ride it has been, but investors were once again rewarded for sticking to their investment plans. At the time, it looked like productivity was falling.

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A Moment of Zen: The Wisdom of Staying Invested

Brown Advisory

and global economies have managed to eke out decent performance in recent years but have yet to re-establish their pre-crisis growth levels. In our experience, keys to success include proper reserve planning, incremental positioning, truly diverse portfolios and measuring investments with the proper metrics. Reserve planning.

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A Moment of Zen: The Wisdom of Staying Invested

Brown Advisory

and global economies have managed to eke out decent performance in recent years but have yet to re-establish their pre-crisis growth levels. In our experience, keys to success include proper reserve planning, incremental positioning, truly diverse portfolios and measuring investments with the proper metrics. Reserve planning.

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Five Sources of Alpha in an Aging Market Cycle

Brown Advisory

We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. We might call these “process-driven” strategies as opposed to “market-driven” strategies.

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Five Sources of Alpha in an Aging Market Cycle

Brown Advisory

We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. Seeks out specific “catalyst” opportunities, such as investing ahead of potential M&A transactions or litigation/legislation.