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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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

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With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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The huge, long-term tailwinds driving Semiconductor growth
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Finding Value Stocks in a Market Dominated by the Magnificent Seven

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Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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Investor Education
A Market Correction is an Opportunity.
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