People come to us and tell us what they want (or what they think they want) and it’s our job to show them what they actually need instead.

You could have spent the post-crisis period obsessing over one thing or the other: the Federal Reserve or Corporate Earnings. If you chose to obsess over the Fed starting in 2011, then you wasted hours and days and probably weeks of your life for nothing. The Fed kept rates low and pursued quantitative easing until…

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Apple hits a trillion dollars in market cap.