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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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system

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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants

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A Market Correction is an Opportunity.