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August 2018 Newsletter – Value Follow-up

3,459 days …..as of this writing, that is the length of the current ‘bull market’ surpassing the October 1990 through March 2000 run-up as the longest ‘bull market’ in U.S. history with the second highest return of 325%.  Much of these market gains have been fueled by...

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August Newsletter Follow-up

Welcome to a special edition of the BPO Capital Monthly Newsletter.  This month’s commentary centered around the length (and somewhat lacking breadth) of the current ‘bull market’ and that the backdrop for “value” has been improving after years of trailing the glitter...

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August Newsletter

Saying we are becoming concerned about the “markets” is certainly not a cutting edge opinion. There have been a large preponderance of strategists raising this issue – especially since the sell-off in early February.

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July Newsletter

June was another month filled with lots of news and movement in the markets. The bell weather S&P 500 finished the month about where is started (up less than 1% for June and for the year), as it moved up strongly in the first half of June, and the came back down in the second half. Volatility (VIX) increased as the month went on, and interest rates are creeping higher….

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June Newsletter

Welcome to the inaugural BPO Capital LLC market outlook newsletters. BPO Capital LLC represents attractive investment options managed by institutional quality boutique managers that provide expertise in ‘risk reduction’ or an informational advantage that provides...

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