Software New Consumer Staples? Joe Mazzola Examines Scale of Sell Off

Описание: Many software names have the same P/E ratio as consumer staples giants, something ‪@CharlesSchwab‬'s Joe Mazzola notes as remarkable. He explains how fear is showing with a surge in options puts and makes the case now could be a time to be "scaling in" software investments. On the broader markets, Joe sees new record highs being hard to reach due to tech and other key sectors taking a backseat in trading activity.

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