Knowledge is Power: False Beliefs, Running from Bears, Inequality Edition

Will Oil Prices and Energy Earnings Increase During 2016? (Factset) False beliefs and unhappy endings (OECD Observer) Investor psychology has turned: it’s time to look for opportunities (MoneyWeek) and see What should investors do in a market meltdown? Hold your nerve, rebalance your portfolio, and watch five key indicators for signs of recovery, say experts (This is Money, UK) and Never …

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Knowledge is Power: Hope and Change, Pitchforks, Oil Slick Edition

Hope and change are all but gone. Obama’s got nothing to lose any more (The Guardian) Are Commodities a Necessary Portfolio Component? (Josh) China: Pressures are escalating (Schroder’s) and see What’s Happening in China? (Schwab) Is the oil rout overdone? (Fidelity) Is Oil Too Slick for Equity Investors? (AB Blog) Frontier Markets in Focus: 2016 and …

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Knowledge is Power: China Conundrum, Laying Brics, Market Volatility Edition

Sector Diversification: A Better Way to Track the Chinese Equity Market? (S&P Indexology) 3 Ways Your Portfolio Could Be Too Complex (Schwab) Why Netflix won’t work in India (The Hindu Business Line) China’s Conundrum (Mark Mobius) Investors, fasten your seat belts — we’re entering a period of ‘irrational pessimism’ and Think this week’s market turmoil was brutal? …

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Knowledge is Power: Canada Disappointment, Global Stock Valuations, German FDI Edition

Merry Christmas to all ! Oh Canada…Canada’s year of ‘serial disappointments’ leave investors reeling (Financial Post) It’s Jammin’: Jamaica’s Tiny Stock Market Conquers World in 2015 (Bloomberg) Why dividend cover is important – and which FTSE 100 stocks fall short, Money Observer and Dividend danger: how will the FTSE 100 fare in 2016?, CityWire, UK and Just …

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Knowledge is Power: Stock Picks for 2016, Emerging Markets, Canada Charts Edition

David Kempton: a six-pack of stocks for 2016 (CityWire, UK) and David Kempton: a six-pack of stocks for 2016 (MarketWatch) Defense budgets swell as countries fight terror (Marketwatch) Could 2016 Be the Year for Emerging Equities?(AB Blog) Canada’s 50 most important economic charts for 2016 (Canadian Business) The outlook for emerging market stocks in a lower-growth world (Vanguard) Equities: US …

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