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US stocks might be switching gears

“Again, this is happening at a time when stock valuations are stretched, and earnings expectations are confronting a far slower economic backdrop” writes Lenore Hawkins for As we get ready to close the March quarter, domestic stock market indices have switched gears as the euphoria and hope that filled the market post-election has given way to sobering data that the domestic economy is once again slowing.As you get ready to buckle up for potentially turbulent market waters, we continue to follow our investing north star – our thematic perspective.

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