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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Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”

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Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks

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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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A Market Correction is an Opportunity.