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Just getting back from Virginia and an investment conference on Monday and Tuesday. A good friend of mine who runs a five-star Morningstar market neutral fund says that, for the first time in a year, he can see the clouds breaking for the financial markets. He said that large cap stocks would rise sustainably first and to expect small caps to take a while to rebound. He had an interesting point about emotional investing in tough market environments like the one we’ve seen this year, with the Dow down 13.9%. “When markets are turbulent, and people are losing money, our …

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