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Have a Base Case Thumbnail

Have a Base Case

Simon discusses how too many investors position their portfolios for market extremes, particularly negative outcomes, and how they would be better served having a reasonable investing base case. Prognosticators and forecasters make their living trying to scare people away from their base cases. Right now, despite numerous distracting influences, the market outlook is still favorable largely due to visible earnings growth. He also examines the positive outlook for DIS and FISV.

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