KCM On Balance – July 2022
“Monetary conditions exert an enormous influence on stock prices. Indeed, the monetary climate – primarily the trend in…
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KCM On Balance – June 2022
“There will always be bull markets…followed by bear markets…followed by bull markets.” – John Templeton May has been…
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KCM On Balance – May 2022
“Sweet April showers, do spring May flowers.” – Thomas Tusser We are all familiar with some version of the…
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KCM On Balance – April 2022
The war in Ukraine dominated the news cycle and financial markets throughout March. As investors around the world…
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