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Stock impact report

Avoid S&P + Bonds, Buy Gold + Energy - George Noble [Seeking Alpha]

SLB Limited Common Shares (SLB) 
Last slb limited common shares earnings: 4/17 06:50 am Check Earnings Report
US:NYSE Investor Relations: investorcenter.slb.com
Company Research Source: Seeking Alpha
Tech, especially Mag-7, faces structural headwinds; valuation and business model risks; software and semis are in the 'too hard' pile. Gold and energy have multi-year tailwinds: underinvestment, fiscal/monetary excess, and geopolitical risks support higher prices and mining stock outperformance. Private credit, including Blue Owl, present systemic risks due to illiquidity and mispricing. PM Images/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30) Transcript Rena Sherbill: Welcome to Investing Experts, George Noble, the man, the myth, the legend. Very grateful to have you on the show. Thanks for making the time and taking the time. Thanks for joining us today. George Noble: Thanks, Rena, long time listener, first time participant. Rena Show less Read more
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