The (https://www.marketwatch.com/story/your-investing-expectations-are-more-than-double-the-reality-here-is-the-tough-truth-dea61820?mod=mw_rss_topstories) hitting the wire today confirms what the macro data has been screaming for weeks: long-term real returns are mid-single-digits, not the 10%+ most portfolios are positioned for. That's a valuation reset waiting to happen—and it hits mega-cap tech hardest because that's where the growth premium lives.

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