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Do you understand gold and the dollar?

by Henry Becker 05.13.2010
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Since the onset of the global financial crisis that started in 2008 many of the rules of thumb have gone out the window. This has caused professional and retail investors a great amount of head scratching and headaches. The biggest problem with a breakdown of rules of thumb is that far too many investors rely [...]

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Where is the Yin for the market Yang?

by Henry Becker 11.24.2009
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Yin and Yang in Korean philosophy are opposing forces that are interconnected.  Portfolio construction in the modern world is all about correlation and opposing forces.  Correlation, as it relates to investing, is how two assets move relative to one another.  The application of correlation in portfolio construction is to have some non-correlated assets in your [...]

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