QVMS - The Week Ahead - Ride The Bulls During A Secular Bear

• The lows for this correction look to be behind us.
• The economy is strong enough to withstand the early inning of monetary policy tightening.
• Stock returns may be muted this year, but gains from today’s levels are still attractive.
• It may be true that a secular bear market is underway, but there are always bull runs during such a period.
• I continue to ride this bull with quality and value, expecting to be more defensive as 2023 approaches.

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