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Insights

July 19, 2021

Doll’s Deliberations – Weekly Investment Commentary

U.S. equities fell last week, with the S&P 500 down about 1% after three weekly gains. Small-caps posted their fourth weekly decline of the past five, with the Russell 2000 logging its worst week since October
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July 12, 2021

Doll’s Deliberations, Weekly Investment Commentary – July 12, 2021

U.S. equities finished modestly higher last week (S&P 500 +0.4%). The big story was the continued downward pressure on bond yields. This was accompanied by some further questions about the reflation trade in
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June 28, 2021

Doll’s Deliberations – Weekly Investment Commentary: June 28, 2021

Meaningful progress continues to be made in vaccinating the world’s population against COVID-19. North America and Europe continue to lead the rest of the world based on the share of people who have received at
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June 21, 2021

Doll’s Deliberations – Weekly Investment Commentary: June 21, 2021

U.S. equities fell last week, with the S&P 500 down 1.9%, its worst week since February. Growth was a big outperformer vs. value after an unexpectedly hawkish Fed meeting was seen undermining the reflation tra
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June 14, 2021

Doll’s Deliberations – Weekly Investment Commentary: June 14, 2021

Equities were mixed last week, with the S&P 500 +0.4%. Small-cap stocks were also higher on the week ending up over 2%. The widely anticipated May CPI report came in higher than expected, with headline prices
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June 7, 2021

Doll’s Deliberations, Weekly Investment Commentary – June 7, 2021

U.S. equities finished higher last week with the S&P 500 up +0.6% and achieving an all-time high. The market has been in a reasonably tight range, with the bulls focused on liquidity tailwinds, fiscal stimulus
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June 2, 2021

DOLL’S DELIBERATIONS Weekly Investment Commentary – June 2, 2021

The Tug of War Continues Between a Great Economy and Earnings versus the Threat of Higher Inflation and Interest Rates
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