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SPHB: Don't Chase High-Beta Right Now
Seeking Alpha· 2025-07-23 11:16
“Staying up in quality” was a consensus trade coming into 2025. While there was bullishness on Wall Street, the thinking was that elevated interest rates and still-troubled conditions for indebted companies would result in strong-balance-sheet and high-free-cash-flow firms outperforming their lower-qualityFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors ...
ARKF: Take Profits After The Massive Post-Liberation Day Rally
Seeking Alpha· 2025-07-22 18:00
Goldman Sachs' non-profitable tech basket has soared 66% from the April low. This is perhaps the most telling market-performance and risk-appetite chart to describe recent price action. Investors have clamored for high-beta and low-quality names that can pop the fastest as optimism aboutFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment fir ...