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It’s Time to Shift From Political to Fundamental Analysis

By John S. Tobey

The U.S. political process is producing messy, noisy machinations, taking critical decision-making down to the wire. “What could go wrong” scenarios are popular and scary. However, all this is a sign of a “normal” political decision-making process — not of failure. For investors, the congressional vacillations (and investment price gyrations) offer opportunity – both... »

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March 2024
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