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Archive for Month: July 2023

Harry Markowitz: A Man Who Thought (And Saw) Differently

The financial community was saddened to hear of the passing of Harry Markowitz on June 22. Not only was Harry a pioneer in many fields and a Nobel laureate, he was also an amazing, friendly and open person. Since he was an advisor to my firm for a couple of […]

GITA: Gold Is The Alternative

For the decade that preceded 2022, the acronym TINA (There Is No Alternative) applied well to stocks . As central banks used every excuse to flood the system with liquidity, yields were driven to zero, and it seemed that the only way to get any return was to buy stocks. […]


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