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#Markets vs #Economy

This is an Investor letter written by John Templeton in 1954 that was shared in 1958 again!
This time is not different!
#earnings and #business trends are only one of the factors
Numerous factors make predicting markets difficult!
#Liquidity does drive stock prices up!
No one likes to sit on idle cash! and rates are lower today than ever!
While this was not possible to estimate then, today we do know that the flows in MFs are significant!
#value investing is no different today!. But avoid #ValueTraps. And #Quality at any price will not end well!
This time is not different again!

Thanks for sharing @SundaramYogesh

@nbalajiv @FTIIndia @FTI_US
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Keep Current with Vijayanand Venkataraman, CFA

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Related hashtags

#Markets #Economy #earnings #business #Liquidity #value #ValueTraps #Quality

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