The bursting of the easy money bubble marks a huge transition for the markets
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“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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The Opportunity in Semi-Conductors
The huge, long-term tailwinds driving Semiconductor growth
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