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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Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Investor Education
A Market Correction is an Opportunity.
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