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Nov 06 2020

Don’t Overplay The Election

  • Nov 6, 2020

The lack of a “Blue Wave” doesn’t undermine our belief that a big stock market rotation is underway. The valuation gap between Large Cap Growth and other U.S. (and foreign) market segments is so large that it’s become unsustainable.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager