As we discussed in our August 29th and 31st market updates, both of which are available to all Advantage Ultra members, we believe the western world is in the early days of what could be a generational transition. Led by America, the western world is now focusing on building out industrial capacity, and this is coming at the expense of the financial sector. That is good news for stock pickers, particularly those searching for opportunity among beat-down value and resource stocks.
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