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Bob Doll on Market Resilience, Tech Rotation, and Valuation Risk
Description
Bob Doll explains why U.S. equities continue to hit record highs despite elevated oil prices and geopolitical risks. He discusses shifting leadership within the Magnificent Seven, emphasizing a focus on earnings quality, return on equity, and free cash flow. Doll also outlines selective positioning in semiconductors while growing cautious on consumer credit exposure and parts of the financial sector.
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