Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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Audio: Chris Davis on Meb Faber Show — Equity Investing and Investor Behavior
Chris Davis on why successful wealth-building is heavily determined by investor behavior, building financial literacy among your children, the danger of following market forecasts, areas of interest we are identifying
Listen NowWhen do Today’s “Story Stocks” become Irrational Investments?
A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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