Closing Bell: Can Anything Derail the Rally? 7/24/23
Closing Bell
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The Multiple Expansion of the Equity Market
A lot of leading indicators in the U.S. economy point towards a continued snow down or contraction. We're now actually starting to see upwards earnings revisions for tech names that are going to report this week. When you account for what is going to be a multi-year artificial intelligence growth story, those tech stocks are not trading all that expensively. I don't know when do we stop with the inflation conversation, or do we never stop talking about it?
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