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Profits are Booming

Helped in part by reduced tax rates corporate profits soared in the first quarter. With the vast majority of S&P 500 companies having reported, earnings are up over 24% as compared to the first quarter of 2017. That’s an astonishing increase this late in an economic...

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You are Invited! June 7th at the Union Club

Boston Portfolio Advisers is hosting a reception Thursday evening June 7th at the Union Club in Boston. The Oak Room overlooks the Boston Common and offers a beautiful setting for conversation, food and drink as we hear a presentation on "Training the Investor Brain."...

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Is Inflation finally Coming?

One of the most striking features of the global economy over the last several years has been the complete absence of inflation. If you had told an economist a few years ago that the U.S. unemployment rate would reach 3.9% in 2018 and core inflation would be running...

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Corporate Tax Cuts and Capital Expenditures

One of the big unknowns about the course of the U.S. economy over the next two or three years is how companies will spend their corporate tax cuts. The numbers are quite significant, as the tax bill for a lot of companies will decline by thirty percent or more. Thus...

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The Alexa Effect

Experts in business and investment strategy have preached about the power of brands since before most of us were born. Consumer brands such as Tide, Kleenex, Huggies, Coke, and Duracell--to name a few--have held particular sway, allowing companies like Procter &...

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Initial Thoughts on President-elect Trump

Following are some initial thoughts on the unexpected results of yesterday’s election: • Trump was not the market’s choice but that doesn’t mean that a Trump administration will be bad for the economy or markets. • It may take some time for markets to assess the...

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The Chart

Here's the chart referenced in the previous post.  The trend of cumulative total real returns on U.S. stocks is remarkably persistent....

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