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One Word: Strong
Earnings season in the US is going well. Maybe you noticed.
Specifically, 82% of companies who've r
Granted some of the headlines are or could be click bait. But there are worrying signs away from the corporate sector especially large cap tech and adjacent sectors. Such divergence are
not stable. Would anyone be surprised if this is resolved via a catch down? I would not be. I am contemplating trimming investment risk in client portfolios over the next 60 days.
That list essentially hugs the Nasdaq 100.
Well, it’s a sell-side note, not the Meditations. What do you expect?