A Bloomberg MLIV analysis shows that brick-and-mortar stocks in the US may fare better than runaway technology names should there be a correction following the relentless rally. Assuming dividends that accrue from the Nasdaq 100 will increase at a compounded annual rate of 11%, the index’s fair value is 13,082 when the technology basket is viewed as a long-duration bond.
Bloomberg MLIV strategist Ven Ram discusses with Guy Johnson on Bloomberg TV.
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