Investment Values

Issue Number 106, April 2013

“Too many investors are reactive decision makers . . . if something has gone up, they say ‘ah, that’s a good investment,’ they don’t say ‘that’s more expensive.’ It’s the most common mistake in investing.”

— Ray Dalio

In this Issue:

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  • Our Investment Outlook
  • “Dow 36,000″ Insanity Returns
  • The Siren Song of the Market
  • Composite Portfolio
  • Credits
  • Composite Performance Disclosure

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