Tan Delta Systems PLC

• LS Lansing Street Advisors Q3 2023 Letter – Seven by Dave Matthews ↗ Lansing Street Advisors argues that S&P 500 leadership has become concentrated in a small group of technology stocks, leaving many investors overexposed to Apple and Tesla. It sees depressed bond valuations and higher coupons improving fixed income's appeal, while judging the broader equity market less stretched once technology is excluded. Q3 2023 AAPL $4.9TTSLA $1.5T

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