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It’s all about the Magnificent 7 as the “493” get left behind

David Rosenberg's avatar
David Rosenberg
Jul 02, 2024
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Highlights

  • It’s all about the Magnificent 7 as the “493” get left behind

  • Run-up in equity prices has outpaced earnings estimates

  • The U.S. economy is slowing as the consumer disappoints

  • Bullish on Agtech given the structural food supply-demand imbalance

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