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A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23

The Exchange

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Introduction

This chapter discusses the performance of the Dow industrials, S&P, and NASDAQ composite in the market, as well as the increasing 10-year treasury note yield and its potential impact. It also highlights the drop in CVS stock due to Blue Cross of California's move to Amazon's pharmacy and compares the performance of Amazon and CVS stock. Additionally, contrasting reactions to Walmart's earnings report from Target and Walmart stocks are discussed.

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