Countdown to Big Tech Earnings, and Will X Mark the Spot for Twitter? 7/24/23
CNBC's "Fast Money"
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The Magnificent Seven: A Pessimist's Perspective
The Magnificent Seven are the best credits in the world, okay? You can make an argument. Certainly on a debt to GDP, they're better than every government in the world. So I don't feel any concern about owning those credits. And what's great about the environment, we're in, it's a higher yield environment. But also an environment where actually some credits, it is a great time to be moving up the credit curve and getting a hold of companies.
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