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Investors are certainly facing an interesting paradox these days.

Economic conditions are some of the best they’ve been in years, with a variety of measures all pointing to a bullish market environment. The flipside to this is that the market hasn’t exactly been playing ball. Volatility has increased and we’ve seen some pretty big market swoons.

The question is, why?

And perhaps more importantly, are they right? Are the markets and economy starting to slip toward recession? Or could we be witnessing a great buying opportunity for long-term holders?

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