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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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Key Considerations When Placing ETF Trades
Dodd Kittsley, Davis Director of ETFs, on four tips for investing in ETFs, including using limit orders, avoiding trades at the market open and close and more.
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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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