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Category: 2. Strategy

  • Ignore declining profits at your own peril 230204

    Ignore declining profits at your own peril 230204

    The Market has started the year extremely well; however, I think investor euphoria is myopically focused on only half the value equation.  Investors are fixated on a Fed rate hike pause or perhaps pivot to lower rates.  Yet, the value of money is not based on nominal interest rates, but rather on a comparison to…