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TopicStock Topic 37
MarkS222222222222222
06/17/22 4:48:18 AM
#146:


Lopen posted...
Growth is being "rotated out of" because that's where retail is in higher concentrations not because of any fundamental change in what is worth investing in.
Growth is more reliant on borrowing, higher interest rates means less borrowing, therefore growth risk goes up. At least that's my very novice understanding. There's a wave of layoffs in high growth tech right now which would seem to support this

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