Simon discusses how patient, longer term-thinking clients may have bested those tethered to overly confident macro-economic forecasts last year. So far here in 2024, we have already seen different leadership from what dominated over most of the past 12 months. Remaining diversified, flexible and humble still seems prudent especially considering how the "soft landing" expectation has become consensus (and possible already discounted). He also identifies some key questions to focus on this year. Lastly, Simon considers the case for UNH as a core Healthcare holding. Stocks discussed: AAPL, UNH.
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