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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Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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Recession Potential and Impact on Portfolio Positioning
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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