Inflation Cools & Big Tech Breakdown
MRKT Matrix
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The Cost of Passive Investing
An 18 and a half 19 multiple is expensive. And that's assuming earnings come in in the line, which I still don't think will happen. Money just flows into market regardless of what happens with CPI or other factors. When passive become active, Dan, it ain't going to look that all that pretty,. my opinion.
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