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Gavin Baker
GavinSBaker
1) Confluence of the new Covid strain, Georgia runoffs, potential instability around January 6/20 and the “narrow”speculative mania in some pockets of the mkt is worrisome to me.All consensus, but
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1) Maybe the simplest way to frame Intel’s current woes @FoolAllTheTime @benthompson Even if they had won the iPhone, embraced ARM and nailed GPUs with a non x86 Larrabee, they
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1) George Vanderheiden retired in January 2000 after an illustrious career. When he retired, he firmly believed technology was in a bubble. He was massively underweight technology while being overweight
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1) Last week was obviously a huge rotation towards reopening & travel names on the Pfizer news.Reopening and travel baskets were up +12%ish vs. Megacap Tech, Software and Stay at
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1) Morgan Stanley’s always excellent quarterly CIO survey out this morning shows IT spend intentions are now -4.4% YoY, down from +3.9% last quarter.First decline in 10 years, largest expected
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