A couple of new trading ideas today as we join JP Morgan in saying the recent tech sell-off has been overdone. We also look at debt, how it changes management and which companies will be disadvantaged by higher interest rates if and when we get them. We also talk POS and the Machiavellian plot , discuss a few themes in the portfolios, and are on guard for the US CPI number tonight which is central to the interest rate debate.
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