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January, 2026 ... A New Year Begins 

13 days ago
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Breakfast Club Minutes January 19 2026.docx   57 KB   1 version
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13 days ago

Some interesting look aheads here.  Check out expectations for the eleven sectors of the US economy.  Also, check out the three clusters that emerge when crossing sectors' expectations against the factors of the five-factor model (Momentum, Size, Value, Quality/Profitability, Volatility).  We'll follow as the year gets on.  

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