(1) Is the market-cap weight of the Tech sector too high? (2) Tech earnings justify high market-cap share, but not if the sector’s profit margins are at risk. (3) Why is Walmart eyeing Humana? (4) While overall inflation remains subdued, there are a few signs of mounting inflationary pressures. (5) Striking teachers and shortage of truck-driving Teamsters. (6) USTR report says China doesn’t play fair.
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