Inside the Numbers - Why We Haven’t Bottomed Yet
This is a market that rips away at conventional thinking, even the thinking that was “conventional” just a few weeks ago. When the credit crisis first got the national attention that comes with large-scale bankruptcies and market declines, there was a broad consensus that investors should seek out companies with the least amount of earnings [...]
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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