The European political elite [has developed] a habit of profound disrespect for public opinion and democratic process – John Plender in the Financial Times

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  • Issue Quarter Between the Issues
  • Issue Year 2016
On Friday morning, June 24, 2016, the entire Euro-​American establishment woke up to find that, contrary to their strict instructions, the British had voted to leave the EU.

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  • Issue Quarter Between the Issues
  • Issue Year 2016
In a low return environment, investors need to do things differently if we want to have any hope of growing our capital. Many of these different things – the ones I’ve already talked about – have to do with playing offense in a smarter way. We’ve examined using more aggressive asset allocations, taking…

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  • Issue Quarter Between the Issues
  • Issue Year 2016
In my recent posts we’ve looked at various strategies investors might turn to if we find ourselves mired in a long period of unacceptably low investment returns. We’ve evaluated higher equity allocations, taking better advantage of the return premium associated with illiquid investments, and departing from indexing to try to find more alpha…

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  • Issue Quarter Between the Issues
  • Issue Year 2016
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