Performance assessment In my initiating coverage of Microsoft (NASDAQ:MSFT), I was bullish as I believed the company had a headstart in the AI boom. This initial thesis is playing out very strongly so far. However, I had changed my 'Buy' stance to one that still recognized the bullish operating momentum, but issued a 'Neutral/Hold' onPerformance assessment In my initiating coverage of Microsoft (NASDAQ:MSFT), I was bullish as I believed the company had a headstart in the AI boom. This initial thesis is playing out very strongly so far. However, I had changed my 'Buy' stance to one that still recognized the bullish operating momentum, but issued a 'Neutral/Hold' on » The FINANCIAL Markets
Microsoft Q4 Preview: Winning From AI-Led Product Supremacy (NASDAQ:MSFT) seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.
Housels statement too, while equally dramatic, has a sense of truth in it. The US 10-year yield did decline (almost) secularly from its peak of 15% in 1981 to nearly zero in 2020!