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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Investing through Volatility
PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)
Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
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