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Bet Against the US Superconsumer and Lose

The goods recession is over and the services renaissance is still going strong. Can we keep paying for it all?

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Bloomberg

The Rich Don't Need to Beg for More Tax. They Can Just Pay It

Patriotic millionaires want the wealthy to be taxed more. But there are better ways to give money to the state.

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History Bodes Ill for Growth Stocks After Big 2023 Rally

Lower valuations and higher dividend yields mean value stocks typically outperform in the long run regardless of interest rates.

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Federal-reserve
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From-bloomberg-opinion

US Stocks Go High When Strategists Go Low

Forecasters don’t see much upside for the S&P 500 in 2024, but some of its best returns have come in years when soothsayers least expected them.

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Yardeni-research
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Black-monday
From-bloomberg-opinion
Markets-resume
Unhealthy-co-dependency

Holding an Index Doesn't Mean Job Done on Investing

Young investors need to look a bit harder at how that index is weighted to make sure they’re getting the diversification they want.

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