SPDR S&P 500 (SPY): The biggest macro theme that will contin...

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Re: Zazaboy post# 368386

Wednesday, 02/08/2023 3:32:41 PM

Wednesday, February 08, 2023 3:32:41 PM

The biggest macro theme that will continue to weigh on equity valuations is the increase in the required return on equity due to the increase in the risk free rate. There's a limit to how far you can strech the laws of finance.

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