MBCC TH 29th Oct’26 - “GOOG fall 10% on revenues/capex concerns while MSFT holds with better cloud revenue - what does this mean for the S&P 500 going forward?”

We also had the Fed Warsh speak yesterday, is this the start of a new regime at the Fed, is the market ready for it?

We discuss the Tech vs. Energy rotation as well…what is going to move it now?

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