The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era

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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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“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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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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