Freedom Investing and Emerging Markets in 2016
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In 2016, the average return of the best investment products of the Freedom Six outperformed the Vanguard FTSE Developed Markets ETF by 6.75%.

BREXIT: Britain’s Independence Day
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The future may be uncertain, but the markets are quite reliable in the long run.

States With Low Regulation Have 30% More Small Business Payroll Growth
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That is a tremendous advantage for businesses in states with less regulatory burden.

What Is The Correlation Of Freedom Investing?
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Should we have a “Free Countries Asset Class” or a “Foreign Stock Asset Class?”

Jack Bogle: Investing Outside The United States
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“We still have plenty of problems, but we’re much better than France, Britain and Germany.”

What Happened To The Australian Dollar?
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At first glance, AUNZ did not have great returns in 2014. But is that the whole story?

The Success of Freedom Investing
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It is a simple thought experiment. Would you rather invest in South Korea or in North Korea?

Returns from the Countries with Economic Freedom
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Freedom investing beat the EAFE Foreign index by 7.92% in 2014.

Freedom Investing Since 2000
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Recently we did an analysis of the returns of the MSCI Country Specific Indexes

The Wealth Of Nations Is Their Freedom
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“When institutions protect the liberty of individuals, greater prosperity results for all.” – Adam Smith

Freedom Investing Beats EAFE Index by 3.92% Annualized Over Past Decade
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Over the past decade the economically free countries have an annualized return of 11.34%. The S&P 500’s annualized return was 7.78%.

Economic Freedom Matters 2014
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Economic freedom enriches society, lifts the poor out of poverty and respects the agency and dignity of human choice.

Freedom Investing Over The Past Decade
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The portfolio of the five freedom countries has an annualized return of 11.06% over the past decade.

Marotta Featured in Advisors’ Top 10 Investment Ideas for 2014
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Economic Freedom is a good investing strategy.

Video: What’s So Great About Economic Freedom?
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Is economic freedom related to other kinds of freedoms? Does economic freedom affect personal choice?

Radio: The Importance of Property Rights
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David John Marotta was interviewed recently on radio 1070’s WINA Schilling Show discussing property rights and their importance for a free society.

Financially Savvy Kittens on Freedom Investing 2013
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This kitten invests in countries with economic freedom. Be more like this kitten.

Dwight D. Eisenhower on tax cuts and a balanced budget
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“Until the deficit is eliminated from our budget, … there is no end to inflation; there is finally no end to taxation; and the eventual result would, of course, be catastrophe.”

What Is Rent-Seeking Behavior?
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Studies suggest that $1.5 trillion is wasted on public sector rent-seeking.

Encourage property rights, not democracy
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Even if democracy is the principal objective, encourage the rule of law.

The Effective Rule of Law Propels Prosperity
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Property rights are among the characteristics most correlated with high levels of per capita gross domestic product (GDP).

Are Property Rights Human Rights?
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Does a property owner have the right to use and dispose of his property as he sees fit even if that means he is being irrational, arbitrary, capricious, even unjust?

AAII 2013
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Follow-up information for 2013 AAII presentation “Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management.”

The Ring of Fire – Part 2
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“Unless we begin to close this gap, then the inevitable result will be that our debt/GDP ratio will continue to rise, the Fed would print money to pay for the deficiency, inflation would follow, and the dollar would inevitably decline.”

Vote Marotta As the World’s Next Great Investing Columnist on WSJ’s MarketWatch.com
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MarketWatch is seeking a top-notch writer who will bring a fresh perspective on money to the world’s investors. We believe that fresh perspective ought to include the idea of freedom investing.

How are foreign stocks doing compared to stocks in the United States? Fall 2012
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Sometimes the medium term trend seems to weigh more heavily in our minds than the long or short term trends.

Freedom Investing worth 4.3% over the last twelve months
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Countries are constantly in flux, and with all the noise of the markets, it is easy for the noise drown out the signal.

How is Freedom Investing working out?
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How the five countries with the most economic freedom (Hong Kong, Singapore, Australia, Switzerland and Canada) and Emerging Markets have been faring in comparison to the EAFE Index?

10-Year Freedom Investing Returns
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Freedom scores ranged from #1 in freedom Hong Kong at 89.9 to #92 ranked mostly unfree Italy at 58.8.

5-Year Freedom Investing Returns
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Over the past five years, countries with the most economic freedom averaged annual returns just below emerging markets.

Sovereign Debt and Deficit by Country
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Sovereign debt and deficit weigh most heavily on a country’s level of government spending, one of the ten components of freedom in the Heritage Foundation economic freedom study

3-Year Freedom Investing Returns
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We believe this is one of the times when your asset allocation should tilt foreign and overweight the handful of countries with high economic freedom.

New Zealand: Economic Paradise
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New Zealand, the fourth highest country in economic freedom, joined the United States with positive returns for 2011.

1-Year Freedom Investing Returns
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The equation of the trend line shows that every point on the freedom index was worth 0.36% annual return over the past year.

Freedom Investing 2012
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Now at year end, I will review how freedom investing fared in 2011 and in the decade since 2002.

Debt, Uncertainty and Volatility in 2011
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The world markets groaned as the burden of the rising American debt and the European deficit weighed down more productive countries.

Market Timing Test ($ ?s)
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Q: I have put my investments in bonds until this global economic crisis settles down and the economic woes of the European Union subside. Do you have any suggestions for indicators that I should look for to get back in?

Ratio Of Takers To Givers Reaches A Tipping Point
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This is what makes the stock market in some countries better than others. Make sure that you understand freedom investing for your portfolio.

This Time is (Not) Different
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Growing investor despair that somehow we have entered into a new era in which individual investors can no longer make money in the markets is an overreaction to the headlines.

Libertarians Should Invest More Down Under
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Libertarians and economists both recognize that countries with more economic freedom experience higher gross domestic product (GDP) growth. That growth translates into higher stock returns for investors savvy enough to look for governmental fiscal restraint rather than government stimulus.

Watch Milton Friedman’s “Free To Choose” PBS Series for Free
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The legendary PBS TV series “Free to Choose” (1980) by Nobel Prize-winning economist Milton Friedman is now available on Google Video for free (by courtesy of the Palmer R. Chitester Fund).

Global Fixed Income (International Bonds): Hedged or Unhedged?
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International bonds now make up more than 35% of the world’s investable assets, and yet many domestic investors have little or no exposure to these securities.

Continue to Avoid the ‘Ring of Fire’ Countries
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Americans seem to be divided on the importance of raising the U.S. debt ceiling. Regardless of your personal politics, avoid investing in countries that cavalierly allow their debt and deficit to balloon.

Where in the World Should You Invest?
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Finding countries where you can plant your investments in fertile soil may be one of the most important asset allocation decisions you make for the next several years.

Avoid the “Ring-of-Fire” Countries
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A few months ago Bill Gross, co-founder of PIMCO and the country’s most prominent bond expert, singled out those countries heaping significant deficits on their mountain of debt and called them “The Ring of Fire.” We recommend that you reduce your investments in these countries.

Eastern Europe and Turkey: BRIC Wannabes
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Eastern European countries have been struggling out of the darkness of communist rule into the light of free markets.

BRIC Countries: China
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Free markets thrive when a country guarantees property rights and the rule of law. China possesses neither of these.

BRIC Countries: A Passage to Indian Freedom
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“The fence itself grazed through the field.”

BRIC Countries: Russia
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Russia never really tried free markets. Rated at just below 50% free, Russia is considered repressed.

BRIC Countries: Brazil
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One area where Brazil has excelled is making headway toward energy independence.

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