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When Your Lookalike Funds Don’t Act Alike
Similar assets can have very different returns in private and public markets.
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When Failure Is an Option: A Trading Strategy Soaks Investors
Who doesn’t love getting to YES? Turns out some UBS clients have regrets about the firm’s Yield Enhancement Strategy.
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Finding Your Balance in a Topsy-Turvy Market
Taking calm, contrarian action in a crazy world is a great way to restore balance—not only to your portfolio, but to your frame of mind.
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When Your Fund Beats the Market, Ask: Which Market?
A Putnam Investments fund often earned extra fees for beating an index that consisted of 50% bonds—even though most of the fund’s assets were in stocks.
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Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’
The Berkshire Hathaway vice chairman has always preached the value of being prepared to pounce when there are bargains to be had. Has that time come?
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Easter on the Sidewalk
On the street where I live.
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When You Guard Against One Risk, You Can Create Another
Floating-rate funds can float like a butterfly in good times, but they can sting like a bee in times like these.
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The Bare Necessities You Need for a Bear Market
Remain calm. Get big. Move sideways, slowly. A lot of advice for surviving a falling stock market will sound familiar to backwoods hikers who’ve had grizzly encounters.
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We Can’t Prevent Market Panics. We Can Control How We React.
The dangers lurking in the market can be hidden or delayed, but never eliminated. For investors, slumps are a chance for introspection — and, sometimes, new opportunity.
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A Simple Investing Playbook for the ‘Great Cessation’
Although stock prices are down, the risk of unemployment means many may soon need their cash for necessities.