Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
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