Vladimir Zapletin/iStock via Getty Images My original thesis The investment thesis for Core & Main (NYSE:CNM) continues to hold up (figure 1). Instead of re-hashing the thesis in this article, I encourage you to refer […]
kali9/E+ via Getty Images By Padhraic Garvey, CFA, Benjamin Schroeder, Antoine Bouvet When the 2/10yr curve very briefly inverted earlier this week, it was a moment where the 10yr yield dipped below the 2yr yield […]
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