More on the Bifurcated Market

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

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