Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.
参加 February 2011
1.6K フォロー中 15K ファン
This is how the boom keeps going … tech needs to rule
The combination of higher rates + higher oil + higher tech = disappearing consumer exposure.
