Miner Company
It's Morning Again In The Stock Market
Odds of a US recession are collapsing as oil prices fall and private credit fears subside, supporting a bullish equity outlook. I see a strong multi-year growth runway for technology stocks, driven by Big Tech capex, sector-leading margins, and attractive relative valuations.
Odds of a US recession are collapsing as oil prices fall and private credit fears subside, supporting a bullish equity outlook. I see a strong multi-year growth runway for technology stocks, driven by Big Tech capex, sector-leading margins, and attractive relative valuations.