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It’s official, we’ve reached that point in the market cycle where it’s impossible to ignore articles with titles like “Seven Stocks to Avoid” or “How to Survive the Coming Recession.” We’re not fans of clickbait titles but what really gets under our skin is the fact that almost every one of these articles rehashes some piece of “common wisdom” usually telling you to sell all your tech stocks and hide out with dividend payers like consumer staples or better yet, utilities. Instead we’d argue that whether because of their lofty