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The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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Financials: Underappreciated and Undervalued
![Financials: Underappreciated and Undervalued](/davissma/images/s7_chart.jpg)
Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
Watch NowRising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
![Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?](/davissma/images/vid031324/rising-multiples.png)
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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