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As much as I’m a patsy for gloom and doom, I’m also enough of a contrarian to like an unusually optimistic take on things from time-to-time. Today, I’m happy to report on the surprisingly upbeat outlook of Richard Bernstein—who founded the asset management firm of Richard Bernstein Advisors in 2009 after more than two decades with Merrill Lynch, most recently as its chief investment strategist.

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