A Subtle But Crucial Data Point
Below is a synopsis of this investment report:
- A key component to our secular bull thesis on equities is the overall strength and direction of the U.S. economy.
- As third quarter earnings wrap up, small cap stocks have significantly outperformed large cap stocks on the back of solid earning – an important leading indicator for our economy.
- Given the setup for a slow and steady rise in equities, we strongly urge investors to continue to focus on the long-term fundamental drivers of stocks rather than media-driven, short-term noise.
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