
Zach Hill, CFA® weighs in on Big Tech in The Wall Street Journal
“For tech and communication services, there was this belief that those revenue streams were impervious
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“For tech and communication services, there was this belief that those revenue streams were impervious

“The market is – as it has been a few times this year – very

“It’s interest rates that are driving equity volatility, that is the way we have been

Last week ended with the S&P dipping briefly into bear market territory before closing higher



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“For tech and communication services, there was this belief that those revenue streams were impervious to the ups and downs of the economy” READ FULL

“The market is – as it has been a few times this year – very eager to trade a ‘Fed pivot’ … but we think

“It’s interest rates that are driving equity volatility, that is the way we have been looking at things all year, that is kind of the

Last week ended with the S&P dipping briefly into bear market territory before closing higher on Friday. Inflationary pressures fueled by supply chain kinks and