Recency Bias, Business Quality & Fed Policy – Entasis Chartbook 1Q2024

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Chartbook Topics

  • Earnings & Returns
  • Recency Bias
  • U.S. Valuations
  • U.S. Growth v Value
  • Business Quality
  • Equity Opportunity
  • Why Own Foreign Stocks
  • Commodities
  • Volatility
  • U.S. GDP Growth
  • Inflation Moderation
  • Fed Policy
  • Fixed Income Positioning