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 All Financials are Not Created Equal
“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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Why Investors Should Disregard Short-Term Forecasts
Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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Companies Who Rode the Easy Money Bubble
Examples of how the low interest bubble era fueled speculation and irrational valuations
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