Taking Stock: What’s Ahead for US Markets
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Long Durable Stocks - When Can We Expect Tech to Rebound?
Long duration stocks and notably tech has been among the hardest hit sectors this year. So when can we expect tech to rebound? The story of the US equity market this year has really been about rates and the impact of higher bond yields, he says. A company with very strong earnings growth means a large percentage of the valuation is attributable to the earnings that are well into the future.
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