The Only 20 Companies That Matter

Posted by Jeffery Dow Jones - Alpine Advisor

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Portfolios that are rugged, diversified, & flexible enough to adapt to ever-changing economic weather is the goal of this very detailed & quite fascinating article.

Risk the author sees would be changes in 3 Macro factors during this period of Zero interest rates:

Negative real rates, Recession, & Regulatory / Tax Policy (i.e. a rise of populist policy) – Money Talks Editor

….read the entire article HERE

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