We are not big fans of high and narrow.
$AAPL and $MSFT have together attributed 35% of the total gain in the $NDX this year. 2/106 stocks over 1/3 the gain. A lot will weigh on them for indexers in 2020
— Thomas Thornton (@TommyThornton) December 3, 2019
We are not big fans of high and narrow.
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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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