Tony Scherrer

Road Not Taken

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We need to remember the larger picture of market history.

The Stock Market Encore

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Five considerations for investment in today’s environment.

Betting Against The Flows

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Money flowed into passive investment vehicles at an ever-increasing rate in 2017.

Unlocking The Animal Spirits

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Most economists agree a critical component has been missing in our economic recovery.

Playing Dress-Up

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We now have several things to add to the list of all that is scary, disruptive or dislodging.