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Insights

November 22, 2021

Doll’s Deliberations – November 22, 2021

The Equity Market High Wire Act Continues
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November 15, 2021

Doll’s Deliberations – November 15, 2021

Have the Fed and the Bond Market Fallen Behind the Inflation Curve?
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November 8, 2021

Doll’s Deliberations – November 8, 2021

Monetary Accommodation Begins to Unwind
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November 1, 2021

Doll’s Deliberations – November 1, 2021

Yield Curve Perturbations Confusing, But Unlikely to Impact Stocks
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October 25, 2021

Doll’s Deliberations – October 25, 2021

Amazing profitability and a mountain of cash suggests a resumption of above-trend growth.
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October 18, 2021

Doll’s Deliberations – October 18, 2021

The Equity Market See-Saw Continues
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October 11, 2021

Doll’s Deliberations – October 11, 2021

Significant Crosscurrents Prior to Q3 Earnings
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October 4, 2021

Doll’s Deliberations – Quarterly Edition

Tug of War Between Cyclical Tailwinds and Higher Inflation and Interest Rates
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