Surveillance: Market Pause with Calvasina
Bloomberg Surveillance
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The Importance of Multipleatter Bearings
If you want to be bullish, you have to be buying laggards here. You can't just keep chasing the magnificent seven and forget about everything else. That's not a healthy outcome. There isn't another alternative that's much better. The revenues are going up in an inflationary environment. Yes, multiples look high. What are you going to do? Go into bonds that are losing value at this point. How much do you buy that type of argument?
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