The headline numbers look like a victory lap. The US just logged an annualized GDP gain of 4.3%, a pace that would normally signal a booming economy and vindicate talk of a "soft landing." Yet some of ...
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The US stock market is trading at only a 3% discount. Market-weight stocks overall, but overweight value. There is a minimal margin of safety as compared with risks ahead. The market is calm for now, ...
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