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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The Easy Money Era – Who Was Helped

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The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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The huge, long-term tailwinds driving Semiconductor growth
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The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Investor Education
A Market Correction is an Opportunity.
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