Between 2012 and the beginning of 2016, investing in resource companies challenged even the most stoic and patient of investors. The chart below shows the price returns of the S&P 500 and an ETF of global resource equities (with the symbol GNR) over the last five years.
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Onward and Upward
November, 2016 brought many changes: Just in the last month I left my post of sixteen years, saw my hometown Chicago Cubs win the World Series (for the first time since 1908), and witnessed an historic election of a populist and controversial candidate to the office of President of the United States.
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Caution on Apple stocks proves prescient

John appeared on CNBC's Squawk on the Street in April 2012 and, in what was a controversial call at the time, publicly cautioned those who were considering investing new money in Apple Inc. (AAPL) to think twice because of a huge amount of hype, euphoria and speculative flows prior to the iPad 3 launch. Even…
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