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We spent months talking to experts about why creativity is a competitive advantage. Throughout this report, you’ll hear from them directly.
No matter what our opinions are about the future, we need to have a strategy that is accommodative to possibility of either outcome.
What does someone pay for a great company? What price is good value?
The reality is the central bank is printing money at the fastest pace on record.
Investors must solve the riddle: Is liquidity still rising, leveling off or falling?
The nuance is important to grasp and is applicable to the present situation.
When viewed from a year-to-year perspective, nothing is cheap and speculation is running rampant.
It doesn’t really matter what the narrative is. What matters is what YOU BELIEVE it is!
If you don’t balance your risk tolerance to your portfolio you will end up stressed and selling.
Inventories generally remain low, leaving few options for buyers to fight over and fueling widespread bidding wars.
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