David Wagner shrugs off the idea of growth scares and notes that the S&P 500’s operating margin is hitting highs. “It’s very difficult for this market to get in trouble…focus on the basics.” He sees lots of tailwinds for the market and argues that U.S. equities are the only game in town. He anticipates money moving out of international markets and into our markets. David also digs into opportunities in small caps. 

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