Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
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“Non-Mega Cap stocks could reasonably outperform Mega Cap stocks by about 7 percentage points annually over the next decade,” writes Bill Hester.
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History, it seems, may validate thesis.
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As for a replay of the “Nifty 50” drawdown, it would appear that shifting market liquidity could be the catalyst for just such an event, according to Dan Oliver.
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Perhaps this helps to explain the exodus from c-suites across corporate America right now.
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This mass migration may only be exceeded by the exodus of bears from Wall Street recently: “there’s nothing more difficult in our business than standing against financial euphoria.”
