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Get State Owned Enterprises Out of Emerging Markets

Emerging markets are an important asset class that include major countries with massive populations like China and India. Emerging market investments have been accessible for decades, but they’ve often included state-owned enterprise (SOE) holdings — whether you’ve wanted them or not. Maybe you didn’t. State Owned Enterprises are notoriously inefficient, often conflicted and sometimes even overtly corrupt. It’s possible to…

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Fruits in Decay

This weekend is a good opportunity to experience Fruits in Decay, a new special exhibit in the Glass Flowers gallery at the Harvard Museum of Natural History that explores blight, rot, and other diseases on summer fruits. It features exquisitely detailed glass botanical models of fruit made by famed glass artist Rudolf Blaschka. On display for the first time in nearly two…

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Individual Securities Vs. Indexes: Investing’s biggest competition

Nothing is more central to our economy than competition. Competition rewards innovation, smart investments and cost control. We see competition between local restaurants and between global giants like Amazon and FedEx. We also see — and benefit from — competition between divergent ideas and business methods. In the investment world, the competition between stock pickers and indexers has been raging…

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The Simple Power of a Favor

Favors are magic. They solve problems and open doors. They demonstrate loyalty and interest. They strengthen relationships. Simple favors can mean so much for the receiver, but they can also pay huge dividends for the sender. Earlier this year a friend of mine, Alyssa O’Toole, a local entrepreneur who runs Musicians Playground, asked me to take a look into her…

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Boston Seaport Beer Run

Starting and finishing at the Harpoon Brewery in Boston’s Seaport District, City Running Tours is offering a guided running tour at an easy pace through historic sights including the Old North Church and the final resting place of beer Brewer and Patriot Samuel Adams. At the conclusion of the run, water and snacks will be distributed before heading into the…

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LOVED BY MANY: THE MUSICAL MEMORIAL PROJECT

Honoring loved ones lost to homicide and their families, the Isabella Stuart Gardner Museum is hosting an event that is a performance/memorial/dialogue featuring composer Shaw Pong Liu, the Code Listen ensemble of homicide survivors, Boston Police and teen artists, Boston Arts Academy teen dancers, jazz musicians and more. The performance and dialogue will be held in the Courtyard and Calderwood…

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Small Stocks for Big Gains

As we enter the final month of the final year of the decade, investors face the eternal question: how much should I have in stocks at this point? As a start on that answer, we must acknowledge that thinking about stocks as one asset class really is an oversimplification. I suggest we look first at a subset of the stock…

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SoWa Winter Festival

Wintertime fun for the whole family can be had at the 5th annual SoWa Winter Festival. Enjoy the biggest winter shopping village and festival in Boston. You’ll find the perfect handmade gifts, sip on winter cocktails, and discover the best of the SoWa Art + Design District. Free to attend, the festival includes Boston’s best food trucks and live ice…

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The Big Debt Crisis Article

Without debt, the majority of people would never be able to own a home. Companies would struggle to build data centers and manufacturing plants. Governments wouldn’t be able to build subway systems, hospitals or highways. No debt means no growth. Still, there are limits. Too much debt, poorly managed, leads to disasters. With this in mind, Ray Dalio and his firm…

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