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In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.

In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.

by Jeff Krumpelman, CFA | Sep 4, 2024 | Insights

“It doesn’t matter how smart you are unless you stop and think.”—Well-known economist Thomas Sowell Nothing like a little head-spinning drama, eh? That’s what we saw in August as virtually one or two slightly disappointing economic numbers sparked a more than 10%...

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