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The stock market is not the economy. But over long periods, the two tend to rhyme.
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Corporate America has repeatedly demonstrated an ability to adapt and grow earnings even in difficult environments.
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Investors who confuse short-term market movements with long-term fundamental risk make very expensive mistakes.
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Our models suggest the equity market remains undervalued relative to its earnings potential.
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The role of a strategist is to provide clarity when markets are generating noise.
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A rising trend in corporate earnings is the most powerful engine behind a sustained bull market.