Interview on
Автор: Ryan Lemand
Загружено: 2023-07-11
Просмотров: 140
Описание:
There is a concerning divergence between GDP growth that came out at 2% and the Gross Domestic Income (GDI) that contracted by -1.8%
Extreme valuations of tech stocks are bound to revert closer to the mean, hence we expect a correction
The top 10 stocks in the S&P500 have a 20% contribution only in earnings to the index while they are responsible for most of its performance YTD
We have started buying VIX at 13.5
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