After a challenging few months, investors skeptical at start of October. But we remain constructive on stocks into YE, even with near-term risks.

We discuss: 2023 has been characterized by skepticism of the economy and markets and yet equities have risen.  The best entry points have been when market skepticism is the highest ala March 2023 or even Oct 2022.  This is the perspective we have as we look towards the final 3 months of 2023

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