NTP Outlook 3Q19
Investment Outlook: Third-Quarter 2019 - Looking Past the Numbers: Behavioral Pitfalls in Investing
For decades Economists have developed theories, hypotheses, and rules about how financial markets should work and how investors should invest. The culmination of this work resulted in the wide acceptance of the efficient-market hypotheses in the mid-1960s.
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3Q19 Investment Outlook TJS
Investment Outlook: Third-Quarter 2019 - Market Recap and Review
Whether or not you found this quarter at all interesting depends entirely on the amount of attention given to the daily news flow.   On the surface, 3Q19 results actually look decidedly uninteresting.
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income inequality v2
Investment Outlook: Second-Quarter 2019 - Income Inequality
With the 2020 presidential campaign now underway, the issue of income inequality will undoubtedly become more prominent.
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Investment Outlook: Second-Quarter 2019 - Back to the Future
Financial press and business channels are always featuring people who attempt to forecast the future.   Of course, with no surprise, these forecasts are often wrong.
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china us trade war brink
Investment Outlook: Second-Quarter 2019 - China, China, China
It seems like uncertainty around a trade war with China is a top business story on an almost-daily basis.
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2Q19
Investment Outlook: Second-Quarter 2019 - Market Recap and Review
Sometimes a simple chart can be an invaluable tool in helping to identify what really matters.   The above chart of the S&P 500 Index is a great example.
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IPOs
Investment Outlook: First-Quarter 2019 - The Year of Tech IPOs
The first quarter of 2019 ended with the highly anticipated initial public offering (IPO) of Lyft. Lyft is a ride sharing company that is smaller but similar to Uber.
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tax cuts
Investment Outlook: First-Quarter 2019 - Tax Reform worked!
The results are in and the dramatic reduction in the corporate income tax has increased investment as expected, at least as expected by its supporters. The recently released GDP numbers for 2018 showed 7.
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FANG
Investment Outlook: First-Quarter 2019 - Value versus Growth
Many investment managers view themselves as either Growth Managers or Value Managers.
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Investment Outlook: First-Quarter 2019 Market Recap and Review
Is good news good news, or is bad news good news?  What may seem like a straightforward question can be anything but, when it comes to the stock market.
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