Celebrating 50 Years of Cambiar Investors
Tag: industrials
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It’s Tough Out There… But It’s Not a Bear Market in Value Stocks
2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.
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Past Peak Hawkishness
The worst may be over, but we are heading into a dry desert of higher capital costs.
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Bear Market Ruminations
Thoughts on a bear market, recession, and other financial developments.