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Last night's election results mean Democrats will take control of both houses of Congress. Here are a few thoughts on the investing implications and on the portfolio: 1)...
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I’m in Tokyo for the month of November. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think...
Read MoreIntel announced an excellent 3Q after the close. Revenue of $16.5B was up 21% and in line with analyst estimates. Adjusted EPS of $.52 was well-above the $.40 estimate...
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