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In our previous December installment, we discussed our investment philosophy of uncovering “good stocks that are also good companies.”
In our previous installment, we emphasized our baseline call of a soft landing for the US economy, wherein the Federal Funds Rate is sufficiently high enough to bring down inflation without triggering a recession.
The investment markets are home to a broad spectrum of perspectives, and part of our role is to parse through this mosaic and develop an interpretational advantage that can then be used in informed decision making.