Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength

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PM Chris Davis with David Rubenstein of Carlyle Group

PM Chris Davis with David Rubenstein of Carlyle Group

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Investing through Volatility

Investing through Volatility

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The Opportunity in Semi-Conductors

The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth
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A Market Correction is an Opportunity.
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