Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.

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Investing in a Transitioning Market

Investing in a Transitioning Market

The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors
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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?

With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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AI Impact Across Industries and Sectors

AI Impact Across Industries and Sectors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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Investor Education
A Market Correction is an Opportunity.
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