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Is GOOGL the New Defensive Tech?
Monday morning. Alphabet wakes up in new clothes. It is suddenly a Dow stock. Traders are still on their first coffee and GOOGL is already sprinting. By the close, it is up 3.7%, one of […]
index inclusion
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SpaceX Debut and S&P 500 Risk Appetite, Explained
SpaceX’s IPO was always going to be a sentiment event. The first session delivered a strong pop and a flood of retail interest, raising the question on every desk: is risk appetite really back—and does […]
