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March, 2017

G2 Conflict

By Benjamin J. Butler

 

Plaza Hotel, Seoul

 

I am writing this week from the Asia Pacific Financial Forum, where I was the opening keynote speaker. The topic of the forum is the G2 (Group of Two -- US and China) trade war and neo-isolationism.  I was actually wondering whether the Plaza Hotel here was linked to the one in New York, as rather interestingly that was the location of the famous Plaza Accord, where the major economic powers decided to reduce the value of the US dollar in 1985.

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Daily Recap

Stocks headed sharply lower in Asia last night, responding to similar declines in the US yesterday.  European shares also sold off, though not as much, with the STOXX 600 index finishing down 0.44%.

 

In the US, stocks were mixed as traders continued to worry about the fate of the Republican health care plan. 

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Healthier Healthcare

by Jon S. Strebler  

 

Back in the late-1980s and early-90s, we used to take the kids camping 100 to 200 miles down the Baja California coast.  We’d stay at one deserted beach or another, often choosing Punta Cabras with its sand dunes, rocky headlands, blowholes and some decent waves.  Lots of good memories from those trips, including the rattlesnake that unwisely interrupted my morning business behind a nearby bush.  He ended up in the frying pan along with the eggs and taters, an extra protein source to fuel the day.

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How to Protect Your Investments With Portfolio Insurance

By Matthew Kerkhoff

 

It’s that time of the month again. The one where we step into the world of derivatives to better understand the role options can play in an investment portfolio.

 

This is the fifth installment of our new monthly series on options, and it’s the first time we’re going to talk about actual option strategies. Up to this point, we’ve simply been laying a foundation of knowledge with which to begin discussing these strategies.

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Richard’s Thoughts on Buying Values

Richard’s Comments

 

Are there any absolute values in this business? In the "old days" investors did talk about absolute or "real values" or "great values."

 

I've spent the last few months mulling over the whole stock market situation. And this is what's been forming and fermenting in my tired brain. The last time we saw great values in the stock market was during the 1980-82 period. That was a great bear market bottom, and the beginning of a fabulous, long-term primary bull market.

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