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Why Louis expects deflation from China to lower rates in the U.S. … when rate cuts are coming … the sector that’s surging as tech slumps … the importance of portfolio balance
The technology sector is seeing a dream run in 2023 after a highly disappointing 2022. Year to date, out of the 11 broad sectors of the S&P 500 Index, the…
After a string of up days, the old market leadership of technology and consumer discretionary is looking tired, and that is probably a good thing.