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I read this blog post from Tony DeSpirito, a Managing Director at BlackRock, and found his insight to be fascinating.
At the end of the day, fundamentals > … when looking at investing in equities for the long-term. We have to be willing to stomach some headlines and be true to our fundamental analysis in order to maximize our chances for success in our investment.
Please give this a read, it even includes really insightful and easy-to-understand graphics.