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Mar 13, 2025 | 
www1.folha.uol.com.br | Richard Bernstein
Todo estudante de economia introdutória sabe que os preços sobem quando a demanda supera a oferta. Assim, investir em escassez tem sido, tipicamente, uma boa estratégia a longo prazo. O termo econômico "escassez" é frequentemente usado para descrever capacidade física ou recursos, mas o mercado de ações historicamente tem uma visão mais ampla.
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Mar 12, 2025 | 
chabad.org | Richard Bernstein
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Mar 12, 2025 | 
ft.com | Richard Bernstein
The writer is chief executive and chief investment officer of Richard Bernstein Advisors Every introductory economics student knows that...
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Feb 28, 2025 | 
advisorperspectives.com | Richard Bernstein
Even the fixed-income markets see more risk than does the typical investor. Chart 7 shows the spread between the US 10-year Treasury and the comparable 10-year German Bund. When both the German Bund and the US Treasury were AAA-rated, their yields traded within a reasonable band, i.e., generally within 100 basis points of each other. However, US Treasuries have traded with a consistent yield premium once the US was downgraded from AAA.
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Feb 12, 2025 | 
advisorperspectives.com | Richard Bernstein
Takeaways2023/24 was the narrowest market since 1998/99. The Nifty 50 period of the 1970s was the narrowest period before that. Narrow markets are unusual and not the historical norm because of capitalism and competition. Diversification is key to navigating post-bubble periods because bubbles deflate quickly and rarely reinflate. Investors seem unduly confident despite unusually narrow markets and as market risks seem to be increasing.
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Jan 9, 2025 | 
advisorperspectives.com | Richard Bernstein
Certainties for an uncertain worldThere is one word to use as investors enter 2025: uncertainty. Of course, investing risk and uncertainty are always present within the financial markets, but the breadth of uncertainty seems much larger than normal.
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Dec 4, 2024 | 
advisorperspectives.com | Richard Bernstein
Financial plans map out a strategic course to meet an investor’s goals and cash flow needs. These plans are the blueprints of a disciplined investment process. Financial plans are put in place for two reasons. First, financial plans help protect investors from their fear. When markets are turbulent or after a bear market, financial plans focus on the longer-term and keep portfolios appropriately invested in equities.
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Nov 4, 2024 | 
ft.com | Richard Bernstein
The ability to decipher true investment information from noise is always key to successful investing, but today’s highly polarised US...
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Oct 31, 2024 | 
advisorperspectives.com | Richard Bernstein
In “Fade the Election," we highlighted that Presidential elections have not been as important to the financial markets as many observers claim. Whereas pre-election analyses are abundant and fully range from ebullient to apocalyptic, historical returns show that Presidents have very little impact on the overall stock market, on sectors, and on asset allocation. Some of the historical returns are quite opposite to electioneering hyperboles.
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Oct 10, 2024 | 
forward.com | Richard Bernstein |Ann Levin
Only in America: Al Jolson and The Jazz Singer By Richard Bernstein Knopf, 272 pages, $28Richard Bernstein wastes no time dealing with the radioactive subject of blackface in his fascinating new biography of the Jewish singer and actor Al Jolson.
