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The Sin of Omission 04-13-15

Among the many news items over the past few weeks, one especially stood out last weekend; it shows that the time will soon come to increase, even if only slightly, the gold in your portfolio. While not a cry for gold at $2,000 an ounce within months, we think gold has very little downside from here, with near-term upside to $1,400 to $1,600. Read more about The Sin of Omission 04-13-15

No Jobs? No Problem 04-06-15

Stocks got off to a surprisingly good start this week considering the news that came out on Friday. While the stock market was closed for the Good Friday holiday, the Labor Department laid a big egg in the form of the worst jobs report in more than a year. Only 126,000 jobs were created in March, roughly half of what was expected. Read more about No Jobs? No Problem 04-06-15

A Glass Half Full, But Only Barely 03-30-15

On Friday we got confirmation that the economy was indeed tepid at year’s end, with a 2.2 percent print on fourth-quarter GDP. That stood in line with the previous estimate and less than half the strength of the third quarter of 2014. Data for the current quarter, which ends tomorrow, paints a picture of virtually no improvement in terms of either growth or inflation. Read more about A Glass Half Full, But Only Barely 03-30-15

So Long, We Hardly Knew Yew 03-23-15

Lee Kuan Yew, the father of modern Singapore, passed away the other day at the ripe old age of 91. Read more about So Long, We Hardly Knew Yew 03-23-15

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