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1st Half Update: ValueAligned Hedge Fund, Portfolio

1st Half Update: VAP Hedge Funds, Portfolio The ValueAligned Hedge Fund was up +7.9% in the first half of 2014, and that compares to +1.0% for other stock hedge funds like ours, as measured by the HFR Equity Hedge Fund Index. The ValueAligned® model portfolio that is...

Economic Freedom Increases When Congress Does Nothing

These are just a few posts where I make the case that too much government spending as a percentage of overall national income is bad for stocks and stocks go up in anticipation of the government spending going down: Stocks Do Worse When Congress Is In Session, Tax...