#barbell strategy

2 stories

#finance #10-year treasury yield #ai infrastructure #amphenol corporation #aptus capital advisors #bofa securities #business #copart inc #david wagner #equity portfolio #goldman sachs #market volatility

Goldman Sachs Upgrades Global Equities
Goldman Sachs bets on high earnings growth while BofA warns of election-driven volatility.
BigGo Finance · 2m
Portfolio manager favors AI & value barbell strategy
David Wagner's barbell strategy combines AI infrastructure and value stocks for sentiment-driven pullbacks.
Yahoo Finance · 2m