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WOLF Terminal
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加入 September 2022
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🚨 RITHOLTZ WEALTH MANAGEMENT CEO @Downtown ON WHY PEOPLE ARE RUSHING BACK TO THE MAG 7: "Mag Seven is now the easy button. It is outperforming the S&P, +14.1% versus +13.8% for the S&P 493." On whether it costs you: "You're at a forward multiple for the overall market at 19.1 times, and tech is 21.6. Not only are people racing back to this old Mag Seven trade for defensive reasons, they're actually not being forced into a weird position where they have to materially raise the valuation of their overall portfolio."
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