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Are We There Yet?

Mohammed El-Arian, the Co-CIO of PIMCO Funds, often makes the analogy that investing in the post-Lehman world is like riding in car over a bumpy road to an unknown destination. After rebounding in 2009, stocks have posted healthy gains but have…

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Japan

We want to let you know we are watching with great interest what is happening in Japan. As most of you know we look at this potentially catastrophic event as if the glass is “half full” not half empty! We…

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Walls of Worry

Record home foreclosures, high unemployment, massive municipal defaults, unrest in Egypt, record federal budget deficits, European debt concerns, higher interest rates, and rising inflation in China and emerging markets. Is there enough for investors to worry about? Yes-and then some! There…

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Scarcity Breeds Clarity

Every year the founders of the search company Google write an annual founders letter to shareholders. Though it has not been around as long as Warren Buffet's popular annual letter to Berkshire Hathaway shareholders, it is a good read for…

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Running the Race

Long-term investment goals can often be thrown into chaos by life's challenges. The collapse of housing prices, a crashing stock market, job loss, a divorce, or a hot stock tip that didn't pan out, these all can create obstacles to…

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