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Why Is Eddie Ghabour Buying Tech With Yields Above 5%?
The 10-year Treasury yield is above 5% and the Fed has turned hawkish. So why is Eddie Ghabour adding to tech?
In Episode 9 of The Common Sense Bull, Eddie breaks down the portfolio positioning changes he and his team are making heading into the fourth quarter. He explains why he's rotating out of the defensive positions they put in place earlier this year and back into technology and semiconductors.
Eddie explains why he believes the recent spike in yields could be entering its late innings, why the speed of the move matters more than whether yields remain above 5%, and what he's seeing in…
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