Monday, March 6, 2023

SAP/Qualtrics: valuation is a victim of market history in the making

Markets have changed their minds about high-growth, low-profit companies
http://dlvr.it/SkT5l9

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The barbell tolls for fixed income investing

A trend long associated with equity investing is now playing out in the bond markets http://dlvr.it/TDc3ZC