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 Coming? Timing Investment Decisions to Predictions is a Loser’s Game

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Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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Barron's Interview: Risk May Not Be What You Think It Is

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PM Chris Davis offers perspective that can help every investor.
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How Investors Should Prepare for the End of the “Easy Money” Era

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As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Investor Education
A Market Correction is an Opportunity.
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