Big First Half for Stocks, Now What?
MRKT Matrix
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Apple and Microsoft: One Security
Carter: Apple and Microsoft are 15% of the S&P. They're so similar as one asset, it's important to look at them as one security. In order to definitively break out, you want to consolidate back and fill, back away, he says. Carter: It just makes the Fed's job that much harder in trying to cool down the economy.
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