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Lyn Alden: The Monetary Order Is Broken

Forward Guidance

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Valuation and Performance of Large Cap Tech Companies

Discussion on the valuation and performance of large cap tech companies in the S&P 500, highlighting overvalued and fairly valued companies and predicting sideways trends and low return expectations. Consideration of owning defensive yield generating assets and cautious approach towards trading in the bond market and investing in large tech stocks.

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