Every week, we publish a commentary on the equity market, which offers insights, analyses and updates related to our strategies. We also frequently write on our blog and pen Special Reports that expound on themes we find relevant to investors. Learn more: https://t.co/KJCwcd5kNT
We prefer when headlines turn negative. History shows that optimism born in fear often delivers the best returns. ๐ฐ๐ #ContrarianThinking#MarketWisdom
With nearly five decades of as our guide: markets rise, fall and recover. Through it all, we believe our tenets of patience, selection and diversification endure. โณ๐ผ #WealthOverTime#PrudentSpeculator
While many fixate on headlines, the Russell 3000 Value Index was nearly flat last week โ one of its calmest weeks ever. โ๏ธ #ValueStocks#InvestingDiscipline
Never mind those that "explain" market events after they occur. Those who stick with fundamentals and patience tend to come out ahead. ๐ฐ๏ธ๐ผ #InvestingDiscipline#HindsightIs2020
Long-term investors know that tariffs, shutdowns, and political drama come and go โ the expectation is for earnings to rise. ๐๏ธโก๏ธ๐ฐ #WallOfWorry#InvestingWisdom
Main Street remains far from euphoric, which history suggests bodes well for future equity returns. ๐โก๏ธ๐ #ContrarianSignal#ValueInvestingย
For more details, see the link in the thread.
The economy remains on solid footing, with steady GDP growth and expanding service activity. Real progress often hides beneath the noise. ๐ #Economy#MarketPerspective