Key Takeaways Markets hit record highs despite a government shutdown and lingering inflation concerns.High-ROE stocks such as Arista, TE Connectivity, and Corning offer strong earnings momentum.AppLovin and Banco Bilbao join the list for robust cash flow, solid growth, and efficient returns.Shrugging off concerns regarding a government shutdown, the broader equity markets have been hitting all-time highs on the trot or thereabouts over the past few days. The government shutdown, which has led to an economic ...