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Tech trade is ‘very stretched’ to the upside, says Vital Knowledge’s Adam Crisafulli

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Surge in AI stocks is justified by earnings, productivity gains filter through to real economy: CIO

 

 

This ‘market irony’ is key reason why Janus’ Multi-Asset Macro Investing Head likes cash right now

 

 

Strait of Hormuz crisis creates winners and losers in shipping

 

 

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