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Can Earning Season Save Growth Stocks? | Sam Burns
Forward Guidance
Apple's Value in the New Year
I do think that large caps are probably the place to be for this year. My cyclical model on small cap large cap allocation has moved from early cycle to mid cycle type indicators. Small caps are almost always riskier than large caps and are especially so now, they're more volatile. I don't think you'll probably get paid for that risk on average going forward.
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