Big Tech Layoffs, Signs of Housing Trouble
Motley Fool Money
Navigating Shifting Interest Rates and Investment Strategies
This chapter explores contrasting predictions from two CEOs about future interest rates and their implications for the investment landscape. It discusses the end of the Great Moderation and examines how market volatility and inflation concerns may influence investor strategies moving forward. Key themes include the shift from high-multiple tech stocks to value investing, labor arbitrage challenges, and the potential resurgence of bonds as interest rates rise.
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