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The Case for a Continued Rally with Warren Pies

Excess Returns

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Market Breadth and Stock Selection Strategies

The chapter delves into the importance of market breadth with a focus on the equal weighted S&P 500 and discusses a stock selection model designed to identify top quality stocks using fundamental metrics. Emphasis is placed on the strategy's success in outperforming market benchmarks over the past three years and the importance of sector exposures in portfolio composition.

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