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Aug 07 2025

The Bull Market In Context

  • Aug 7, 2025

Given the prevailing conditions at the beginning of this bull market, the S&P 500 has been an overachiever, though the same can’t be said of the broader market. This translates to an opportunity for active equity managers that nearly matches conditions in Y2K—and at a time when the active manager pool is now dwindling.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager