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What is happening in the stock market?
We currently observe weakening economic conditions and slowing corporate earnings growth combined with elevated equity valuations. With the odds of the U.S. economy slipping into recession increasing and heightened levels of geopolitical risk, we believe it is prudent to focus on capital preservation, reduce portfolio risk, and […]
An easy-to-understand video by Ray Dalio shows the basic driving forces behind the economy, and explains why economic cycles occur by breaking down concepts such as credit, interest rates, leveraging and deleveraging. […]
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