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 we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations

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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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Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations

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A Market Correction is an Opportunity.