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Jan 06 2024

The Big Fundamental

  • Jan 6, 2024

Remember the nickname for retired San Antonio Spurs star Tim Duncan? “The Big Fundamental.” The stock market itself is a big fundamental—and that’s probably truer now than in past cycles, since market capitalization relative to U.S. GDP is larger today—with the exception being the most extreme phase of the post-COVID mania.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager