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I have long preferred large caps as a stylistic play

(2025-08-08 02:33:23) 下一个

Notice how #LargeCap profit margins (white) are INCREASING while mid and small caps (blue and orange) are DECREASING? Speaks to the power of:
Scale to absorb cost pressures and invest in productivity;
Pricing power in sticky inflation and tariffs;
Access to cheaper financing;?
Greater exposure to tech.?

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