This chart highlights the differentiation between cash-rich Big Tech and Non-Profitable Tech. When 10yr yields dropped from >5% to <4% through November-Dec Non-Profitable Tech meaningfully outperformed Big Tech. That’s now fully reversed as yields have moved higher this year.
https://x.com/Schuldensuehner/status/1761484741327642989?s=20
- Forums
- ASX - General
- Its Over
Its Over, page-20426
-
- There are more pages in this discussion • 2,232 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)