Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations.

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Why financials are more attractive today than in decades

Why financials are more attractive today than in decades

Financial companies' valuations do not reflect their growing earnings power and stronger balance sheets
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Why look around the world for investment opportunities?

Why look around the world for investment opportunities?

Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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When do Today’s “Story Stocks” become Irrational Investments?

When do Today’s “Story Stocks” become Irrational Investments?

A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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Investor Education
A Market Correction is an Opportunity.
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