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This piece from Tony Scherrer CFA of Smead Capital Management makes an excellent case for traditional investors to stay the course. In this article, Tony explains, "As the French philosopher Alain points out above, nothing is more dangerous than a market operating exclusively on only one or maybe two ideas, which it has increasingly been doing. We see ample evidence that current market leadership is getting tired. We’ve highlighted the market’s narrowness in our recent writings, and we know we are at the tail end of the longest period where “growth” stocks have beaten “value” since 1929, doing so by the widest margin ever." Click the link to read the full analysis from Smead Capital Management.
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