(https://www.marketwatch.com/story/reports-of-the-60-40-portfolios-demise-are-proving-to-be-premature-e339679f?mod=mw_rss_topstories) — but only if you ignore the elephant: 10Y yields at 4.63% are pricing in a hard landing, not economic equilibrium. DIS just beat on earnings with net income of $2.2B, UBER posted net income of $263.0M in its latest quarter but faces YoY net income growth headwinds of -57.9%.

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