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Strategas Insight: Is the Long Cycle at a Crossroads?
For too many investors, the insight of Kipling’s famous observation – to keep one’s head when everyone around you is losing theirs – is, unfortunately, never clearer than after periods of general panic, in which having failed to keep anything about them, they regretfully reacted in haste. Investors clearly suffered through just such an episode late last year.
Read the full commentary for insight on earnings, data, macro, and other key factors affecting the US economy in the near term.