Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals?
Real Vision: Finance & Investing
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Big Cap Tech Is a Must Hold
Mark rhiche spoke with carlos acilis this week, and he said something very interesting about big cap tech names. If you look at the traditional investorit a is, has been followed this paradime of 60% equities, or something close to it, and forty % bonds. With rates as low as they are, particularly an inflation adjusted basis, that model,. that model is broken, right? And we got to give it a shout at when it happens.
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