Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it
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The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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