The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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