Fundamentals vs. the Fed

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I was invited to participate in today’s market panel on CNBC’s “Closing Bell,” to offer our investment outlook, which is typically more long-term oriented than most of Wall Street. The Dow and S&P are reaching new highs due to continued Fed policy or a “Santa Clause Rally,” but in essence we don’t really care what’s causing it. Our philosophy remains that we buy on fundamentals, not on news moving the markets. Check out the entire segment by clicking the picture below.

 

kim