Markets and Stocks Selling in the Treasury market is overdone. Yields will stabilize and equities will rally. At the margin, I think big technology is attractive and will reassert market leadership. The fundamentals for my big four-Alphabet-Google, Apple, Facebook and Microsoft remain outstanding and their valuations remain attractive relative to the market.
October 1
October 1
October 1
Markets and Stocks Selling in the Treasury market is overdone. Yields will stabilize and equities will rally. At the margin, I think big technology is attractive and will reassert market leadership. The fundamentals for my big four-Alphabet-Google, Apple, Facebook and Microsoft remain outstanding and their valuations remain attractive relative to the market.