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Navigating Today’s Volatility (3:52)
Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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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 Investors Should Prepare for the End of the “Easy Money” Era
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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