Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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