What to do in Times of Fear, Uncertainty, and Doubt
By consistently allocating capital to great businesses at reasonable valuations, investors can take advantage of market dislocations and strengthen the long-term return potential of their portfolios.
Dear readers,
Welcome back to the Quality Equities newsletter.
It was another action-packed week!
What’s Happening?
US equity markets delivered a mixed performance, showing signs of fatigue after a strong rally year-to-date. The S&P 500 and Nasdaq Composite hovered near record highs, buoyed by AI-driven enthusiasm and resilient mega-cap tech …
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