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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No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.
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Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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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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