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State of the Tech Trade 7/11/23

Halftime Report

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The Potential for Better Returns in the Non-Techniques

Microsoft is now green. It was in the red, but you're David Faber just talking that they may try and close this deal as soon as Monday. The more cyclical stocks, it does seem to me there was a seminal moment June 2nd of this year where we got the May Labor report. We should get used to once again that if you had 5%, 7% over a six-month period as a return, that would be really good.

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