This chart highlights the differentiation between cash-rich Big...

  1. 1ronnie
    26,942 Posts.
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    25/02/24
    15:13
    Post #: 72583909
    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
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    lightbulb Created with Sketch.  Great analysis
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