Quick Comments/What We’re Reading
Posted By Alex Malitas
Today's topics include inflation hurts, stock market concentration, equity valuations, 'Higher for longer' is base case now, value menus in inflationary times, chips in focus, Nvidia mints money, OPEC path to $100 oil fails, higher Japanese rates means higher U.S. rates, Gamestop on another tear, and more on private credit... Read More