Market Strategist Identifies Bargains Amid Expensive Stocks

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Source: Barron's
Market Strategist Identifies Bargains Amid Expensive Stocks
Photo: Barron's
TL;DR Summary

Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, emphasizes the importance of incorporating history, politics, and market sentiment when building investment theses, rather than relying solely on quantitative models.

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