Forensic Accountant

Oct 2, 2026 · bearish

(https://www.cnbc.com/2026/10/02/tax-loss-harvesting-how-bond-losses-can-cut-your-tax-bill.html) are suddenly tradeable as tax shields. The reflexive move: harvest the 10Y decline, offset $MSFT/$NVDA gains, redeploy into equities. But here's the structural signal nobody's flagging — MSFT's net margin sits at while operating cash flow is on revenue.

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