☕️ 4-part framework for thinking clearly in today’s market

Good morning! 👋

Keith has his hands full this morning, getting ready for Shindig ’25, our annual client conference, so I’m stepping in with something you might enjoy.

Keith sat down for a wide-ranging discussion with his colleague and friend, Scott “the Cow Guy” Shellady. (Watch)

Some of the topics they talked about include a 4-part framework for thinking clearly in today’s market, why retail investors beat the “smart money” this time around, what Keith thinks of a Fed cut and more!

Bottom Line

World class companies get beaten down more often than you’d think for reasons that have nothing to do whatsoever with the business case for owning ‘em.

So, not surprisingly, it stands to reason that you’ve often got one heckuvan opportunity when you can identify one of ‘em.

As always, let’s MAKE it a great day.

You got this – I promise!

Hayley 😀