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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Recession Potential and Impact on Portfolio Positioning

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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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Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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Investor Education
A Market Correction is an Opportunity.
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