PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.

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Tech – The Magnificent 7 and Beyond

Tech – The Magnificent 7 and Beyond

Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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You Always Sound Smarter when You’re Bearish

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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How Investors Should Prepare for the End of the “Easy Money” Era

How Investors Should Prepare for the End of the “Easy Money” Era

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Investor Education
A Market Correction is an Opportunity.
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