Talk on the Street has increasingly included an outlook for a recession sometime in the near future. While this is far from being a certainty (and far from being a consensus opinion), we think it is worth exploring the reasoning behind it, and, perhaps dispelling some of the myths about recessions, market declines, and our power to stop either from besmirching our portfolios.

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Recent regulatory moves by Chinese authorities have shaken investors. This is understandable, given that some broad-based Chinese investment funds and indexes were recently down anywhere from 26% to 40% from their February highs.

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