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My Trade Secret

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Posted on July 17, 2007
How much risk can you afford?   Nine out of ten investors, when asked how much risk they are willing to take respond with one version or another of “as little as possible”. That is the way I think, and I’m guessing you think that way too. Let’s face it, losing money is unpleasant. This is why risk avoidance is my number 1 priority in managing
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August 2004: New Portfolios

Posted on December 23, 2005
Bond Protection Portfolios Most bond investors know that rising interest rates can cause huge losses in bond portfolios, regardless of whether we are talking individual bonds or bond funds. With bond prices still trying to recover from shocking declines last summer and this spring, our new Bond Protection portfolio, first offered in May, is attracting interest from high-net-worth investors. In this strategy we will apply hedging
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The Great Tug of War: Inflation?

WillHepburnbio
Posted on December 23, 2005
The Great Tug of War Since interest rates began to rise in February, everyone, at least everyone who follows the markets, thinks that inflation is the next big thing. It may be. But, hey, I’m a contrarian. When I notice “everyone” doing the same thing it makes me think that something else is likely to happen. Last month I wrote about both deflation and inflation, and
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Deflation: A Primer (Mar 04)

WillHepburnbio
Posted on December 23, 2005
by Will Hepburn Deflation: a Primer Econ 101 says inflation is when too may dollars chase too few goods and prices go up. Deflation, on the other hand, is when too many goods chase too few dollars and prices go down. Right now the world has excess factories producing the “too many goods” and this is the beginning of deflation. Since we haven’t had deflation since
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February 2005: China

Posted on December 23, 2005
by Will Hepburn China CHINA — It is very much a present influence. Wait until you see to what extent China is going to influence our future. (Thanks to Richard Russell, of Dow Theory Letters) China’s population is five times that of the U.S. China has one of the world’s oldest civilizations with a long history of innovation. The Chinese invented gunpowder, and paper money. Although
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Money Matters Newsletter

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928.778.4000

969 West Rosser Street
Prescott, AZ 86305

Copyright © 2021 Hepburn Capital Management, LLC. All Rights Reserved.
In all investing, past performance cannot assure future results, and as such, our efforts are not guaranteed. Losses can occur. All strategies offered by Shadowridge Asset Management, LLC, adapt to changes in the markets by changing the investments they hold. Therefore, comparisons to broad stock market indexes such as the unmanaged indexes mentioned on this site may not be appropriate. Sometimes client accounts are invested in stocks or markets not included in these indexes. Investments made are not insured by the FDIC and involve investment risk, including possible loss of principal. Advisory services offered through Shadowridge Asset Management, LLC, a Registered Investment Adviser. Adviser will not transact business unless properly registered and licensed in the potential client's state of residence.