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Jonathan Levin
US stocks
This isn't your father's S&P 500. Don't worry about valuations
If the weighting of these companies continues to grow then the valuation expansion could have further room to run
January 21, 2024
US Economy
Stock bulls won't find much to celebrate in Fed's pause
All told, there's plenty of reason to temper enthusiasm about the long-awaited 'pause.'
May 04, 2023