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Only Tesla and Toyota will Survive
The Compound and Friends
Stocks not re-rated as expected with risk-free rate
Stocks are not getting re-rated to the extent expected with the risk-free rate. The importance of interest rates may be overestimated, while the impact of technological advancements is underappreciated. In the long run, the next phase of tech and its influence on our lives will matter more than current interest rates. Equity investors should consider this perspective.
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