In a disinflation environment stocks are a asset that rises .
Caleb, do you recommend rotating out of tech for the time being to have some extra dry powder when needed? Is there a place you can share your current holdings?
In a disinflation environment stocks are a asset that rises .
Caleb, do you recommend rotating out of tech for the time being to have some extra dry powder when needed? Is there a place you can share your current holdings?