Our analysis on Big Tech market cap from our recent Longview on Friday, published on 28th October 2022, was featured in FNArena:
"If investors were to assume Big Tech's marketweight is now reverting back to pre-pandemic level, this implies either Big Tech share prices must fall by a further -25% or other equities combined must outperform by some 33%, according to calculations published by Longview Economics."
Read full article HERE