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Still Bullish: Continuing Drift Towards Value/Cyclicals

A lot has happened since our last report. The Presidential election has still not been officially closed, there were two favorable COVID vaccine announcements, and the S&P 500 is back near all-time highs led by Value/Cyclicals.

And during the entire move higher, there have been many doubters with bearish views ranging from the world is ending, valuations are too high and there will never be a medical solution to COVID among other. In times like these, having a disciplined process that does no...

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