Here's a lesson I learned decades ago at Goldman Sachs about how stocks can move in times like this.
The inflation narrative might be flawed and the reaction to it was likely overdone.
Can you buy Tesla, Spotify, Zoom? Each is a different story, so let's look at tech stocks and how they're moving as we go into the reopening.
The CPI jumps an eye-popping 4.2%, but a lot of noise is included in that number.
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