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Berkeley Capital Partners

News
April 23, 2021

College Hoops, Speculative Fever & Debt Delusions

“If there is one common theme to the vast range of the world’s financial crises, it is that excessive debt accumulated, whether by the government, banks, corporations, or consumers often poses greater systemic risks than it seems during a boom.”  - Carmen  ReinhardtWe are unapologetic college hoops aficionados and know…
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News
March 17, 2021

Looking Abroad

To All Clients and Friends of Berkeley Capital Partners,We hope this communications finds you and family healthy and enjoying the first signs of spring. We'll begin this month's communication with a look at the out-performance of growth shares over the past 12 months and the outperformance of value shares for the…
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News
February 5, 2021

A Case For Commodities in 2021

In this post: The Dance Between the Dollar and CommoditiesThe Population ImpactCarbon Derived Energy Sources - Down But Not OutWater, Water, Everywhere, Nor Any drop to DrinkFarmland – Producing More From LessMining for Alpha in Minerals and Metals “When the time comes to raise interest rates, we’ll certainly do that,…
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News
January 19, 2021

The Signal Or The Noise?

Dear Clients and Friends of Berkeley Capital Partners & Access Private Capital, We, as most, were hoping for a better start to what has to be a better year. But alas, recent events suggest that cautious optimism (with an emphasis on cautious) remains an appropriate course of action. To that end, we…
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News
April 14, 2020

Unknown Unknowns

Although much more is known to us about the Coronavirus today, we trust you would agree that as of last Christmas, its existence and threat were totally unknown.  We refer to the virus as a Black Swan, a theory which is a metaphor for a complete surprise.  Black swans don’t…
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News
April 3, 2020

Continuing The Long Game

As we write, the media reports the Saudis and the Russians are rumored to be making daily production cuts from as much as 10 to 15 million barrels a day. WTI Crude has rebounded from lows of $20 to about $26 and that is welcome news for the oil patch.…
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News
April 2, 2020

Don’t Listen To Doomsday Dogma

As we write, you are surely hoping as are we, that the worst of the crush is behind us. The S&P 500 index recently bottomed at 2186 and has traded its way back to a rebound. And though thankful for the brighter tape, stocks are still down significantly from the…
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News
March 25, 2020

Panicking: Bad For Health & Deadly for Wealth.

“The nine most terrifying words in the English language are: I’m from the government, and I’m here to help” – President Ronald Reagan We are writing on Monday night March 23, 2020 and Congress was in session all day negotiating a package that commentators are claiming needs to pass for…
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News
March 19, 2020

Keeping Your Head

“If you can keep your head when all about you are losing theirs and blaming it on you “ From Rudyard Kipling's poem “If “  We are often asked how much money should we keep available for emergencies or rainy days? That question is certainly relevant today, and our recommendation is…
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News
March 17, 2020

Being Greedy When Others Are Fearful

“Be fearful when others are greedy and greedy only when others are fearful” – Warren Buffet. We’re writing to offer our perspective on the economy and a March Madness without players. And if you own stocks, you may be expecting an answer to the question most likely on your mind,…
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