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OPPORTUNITY IN TECH STOCKS -LIVE FROM SCHWAB IMPACT! Really fun interview with Oliver Rennick of Schwab Network discussing Meta, Microsoft, and Amazon earnings, along with our positive view of technology stocks after the recent market sell off. It’s been a really volatile few months and most stocks have declined significantly. This has created compelling valuations - particularly in technology - and will likely ignite a new AI tech led bull market across all sectors. Click the link below to learn why we think this is an excellent “window of opportunity” to be an investor in some of these companies and tech in general. https://lnkd.in/gzcXsWQA If you would like to learn more about our strategy for the upcoming new tech driven bull market let us know or message me directly👍🏼 #mainstreetresearch #barronstopadvisor #forbestopadvisor #oliverrennick #schwabnetwork Disclosures: https://bit.ly/3TCc78H

Big moves in Big Tech! Tech giants continue to shape financial markets. With Alphabet crossing the $2 trillion mark following upbeat earnings, Wall Street sees a significant uptick. Dive into what's driving tech stocks and how it influences your investment decisions. #Finance #TechNews #Investing #StockMarket #TechTrends #EconomicInsight #TalkSocialToUs #TheSocialTalks

Given high equity valuations right now, where should investors position themselves? Our CIO of CBIZ Investment Advisory Services Anna Rathbun, CFA, CAIA tells Reuters television it depends on where you look. Noting Microsoft and NVIDIA as strong performers, Rathbun shared, “If you’re picking stocks and if you’re investing with active managers, I do think that there are opportunities. Especially in the small caps. You may be able to pick some names that have more of a runway for the rest of the year.” Watch the full interview here: https://okt.to/cb3r6V

The strong performance over past year continues. The Select International Alpha Fund returned +1.32% for the month, +19.9% financial-year-to-date (FYTD) and up +23.0% over the past year (net, after fees). The fund is now up +36.9% since London based Mark Hawtin and his team started managing the fund in January 2023. The global Fund OW to quality Tech (including AI and cloud) have been key contributors to the performance.   OW include Microsoft (MSFT), Amazon (AMZN), NVIDIA (NVDA), Intuitive Surgical (ISRG), Alphabet (GOOG), Meta (META), Uber Technologies (UBER) and Netflix (NFLX). The Fund is unhedged vs the USD and remains underweight vs benchmark Consumer Discretionary, Financials and Commercial Real Estate. Current US quarterly reporting season another key reference point on the resilience of the US economy & earnings. Higher for longer rates, strong labour market, stubborn core inflation imply USD strength to persist in short term. If you would like further information about the fund, please contact K2 at: [email protected] or please visit our website: www.k2am.com.au Mark Hawtin Alex Zaika, CAIA Daniel Sharp, CFA Rossen Djounov Marcela Tirado Medina Sarah Connelly Hollie Wight George Boubouras #USearnings #hedgefunds #disruptivetechnologies #equities

Given high equity valuations right now, where should investors position themselves? Our CIO of CBIZ Investment Advisory Services Anna Rathbun, CFA, CAIA tells Reuters television it depends on where you look. Noting Microsoft and NVIDIA as strong performers, Rathbun shared, “If you’re picking stocks and if you’re investing with active managers, I do think that there are opportunities. Especially in the small caps. You may be able to pick some names that have more of a runway for the rest of the year.” Watch the full interview here: https://okt.to/7G8LH4

Given high equity valuations right now, where should investors position themselves? Our CIO of CBIZ Investment Advisory Services Anna Rathbun, CFA, CAIA tells Reuters television it depends on where you look. Noting Microsoft and NVIDIA as strong performers, Rathbun shared, “If you’re picking stocks and if you’re investing with active managers, I do think that there are opportunities. Especially in the small caps. You may be able to pick some names that have more of a runway for the rest of the year.” Watch the full interview here: https://okt.to/6V2fmI

Given high equity valuations right now, where should investors position themselves? Our CIO of CBIZ Investment Advisory Services Anna Rathbun, CFA, CAIA tells Reuters television it depends on where you look. Noting Microsoft and NVIDIA as strong performers, Rathbun shared, “If you’re picking stocks and if you’re investing with active managers, I do think that there are opportunities. Especially in the small caps. You may be able to pick some names that have more of a runway for the rest of the year.” Watch the full interview here: https://okt.to/UqAJxD

Given high equity valuations right now, where should investors position themselves? Our CIO of CBIZ Investment Advisory Services Anna Rathbun, CFA, CAIA tells Reuters television it depends on where you look. Noting Microsoft and NVIDIA as strong performers, Rathbun shared, “If you’re picking stocks and if you’re investing with active managers, I do think that there are opportunities. Especially in the small caps. You may be able to pick some names that have more of a runway for the rest of the year.” Watch the full interview here: https://okt.to/1cGzIS

Given high equity valuations right now, where should investors position themselves? Our CIO of CBIZ Investment Advisory Services Anna Rathbun, CFA, CAIA tells Reuters television it depends on where you look. Noting Microsoft and NVIDIA as strong performers, Rathbun shared, “If you’re picking stocks and if you’re investing with active managers, I do think that there are opportunities. Especially in the small caps. You may be able to pick some names that have more of a runway for the rest of the year.” Watch the full interview here: https://okt.to/8W3lHU