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David Wagner says profits matter more to equities than yields right now, and he's not worried about the absolute level of rates. He argues against moving into fixed income, preferring to over-own risk assets like hyperscalers and high-quality small caps. Wagner sees the debt-to-GDP ratio improving and calls the economy a "rainbow" worth embracing despite the rain.

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Profits Are the Rainbow Hiding Behind the Yield Rain

Schwab Network

Profits Are the Rainbow Hiding Behind the Yield Rain