Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels

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The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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Investor Education
A Market Correction is an Opportunity.
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