FWIW. With 30-YR yields now at 4.97%, the higher discount rate for valuing FCF pressures equity valuations, especially in tech. This dynamic is prompting investors to rotate into value sectors like energy, utilities, & financials.
I own #ARLP, #BA, #CNQ, #SU
30-day #SPX chart #QQQ
👀 on #Earnings
add a skeleton here at some point
about 1 year ago