Surveillance: Tech Downside with Wilson
Bloomberg Surveillance
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Is the Market Waiting So Long to Price This?
We do run a mile up portfolio. We've had great success with that, but it's a helpful tool. And then we run a lot of screens for people based on our view of the work from a macro standpoint. When you get a significant earnings recession, it just takes longer than you would think to get it priced. The problem is that is noisy. There is this world now where there's almost hand-to-mouth guidance.
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