Michael Allison CFA, CFP®
@ThatMikeAllison
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Strategist, Portfolio Manager at Investment Research Partners, LLC | Investment Strategist at Cache Financials, Inc.
Saratoga Springs, NY
Joined May 2009
Check out my latest article: U.S. Equities as a Share of Global Market Capitalization https://t.co/Pt80RDFExo via @LinkedIn
linkedin.com
Originally published at The Sunday Drive - 05/11/2025 Edition [162]. Investors are well aware of the dramatic outperformance of U.
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Chances are that stock you own is going to go down 50% at some point in the next five years. via @MorganStanley ht @TaxAlphaInsider
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International investors after outperforming for one quarter after fifteen years of underperformance.
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Check out my latest article: Volatility as a Diversifying Asset Class https://t.co/n80fu37c5F via @LinkedIn
linkedin.com
Originally published at https://www.mikeallison.
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For the millionth time: the tariffs are deflationary.
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The only chart you need to understand macro economics and personal finance for the next 30 yrs 👇
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The Sunday Drive - 12/29/2024 Edition [#143], by @ThatMikeAllison
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The Sunday Drive - 11/24/2024 Edition [#138], by @ThatMikeAllison
https://t.co/UEXynza7Ec
#bitcoin #gold #investing #inflation
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One of the hardest shifts in personal finance is to go from accumulation mode to living off your wealth This is one of the times advisors can add so much value It is such a hard psychological shift
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Anybody suggesting a recession is imminent is ignoring reality. Graphic from Apollo
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Your "yield" is not what you think it is... You need to understand your after-tax yield. For example, let's say you're earning 4.5% interest on your money. If you're in the 32% tax bracket... = Your after-tax yield is 3.06%
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ICYMI
UBS to Liquidate $2 Billion Real Estate Fund Heavy concentration in office properties, with 4/5 of its assets allocated to this sector. United States represents the largest country exposure at 22%. #commercialrealestate #realestateinvesting
https://t.co/K1LnL998JG
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Giving people $25,000 to buy a home does not make a home price cheaper. It makes a home cost, well, about $25,000 more. With all due respect to Vice President Harris, does everyone else at least understand this? Is this Ph.D economics stuff? That when you subsidize something,
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This article on sports gambling is devastating and is an interesting exploration of how we frame money. 1. The paper claims to have found evidence that for every $1 spent on sports gambling reduces net investments in stocks and other financial instruments dropped by just over
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The @KamalaHarris economic plan is to increase demand with subsidies and to reduce supply with price controls, and to do so in the first 100 days of her administration. Who is her economic adviser? Will he or she at least explain how this is supposed to work?
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This is a “Reindeer Cyclone”. A swirling mass of threatened reindeer stampeding in a circle making it impossible to target an individual. The weakest and fawns are in the middle..
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