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Is the Long Term Bull Market Still Intact?
Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market
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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
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With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
Watch NowUkraine and the U.S. Economy
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Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains
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