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The Kick-off to Earnings Season 7/10/23

Halftime Report

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The Relationship Between Higher Interest Rates and the Demise of Longer Duration Assets

The mega caps are not for all the reasons you listed at the very top of the show. They've proven that tech can do well, obviously, when rates are still elevated. But I don't think it's as broad as maybe that statement is. Or those that don't have to be marked. Maybe they're like Apple.

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