The Compound and Friends cover image

Fear Has Rizz with Brian Belski

The Compound and Friends

NOTE

Year two: Normal for Longer

Year two brings a return to normalized trading. Titled 'Normal for Longer', this report advocates for a shift from 'higher for longer' to the concept of staying in the norm. Normal is defined as high single digits to low double digit performance and earnings growth. This summary highlights the boredom with the 'higher for longer' rhetoric and suggests embracing a longer period of normalcy instead.

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