Weekend Digest #249
Argentina, Nasdaq & Selling Biotech to Buy Health Care Tools/Equipment Makers
Summary
Quick hits: Regional banks, CRE, and the Argentina thesis welcomes a new bull to the party.
Nasdaq makes a massive acquisition; my thoughts and some takeaways for the composition of a buy-and-hold portfolio more broadly.
I'm selling Biotech (XBI) out of the aggressive portfolio and replacing it with Danaher and Charles River shares.
I lay out the th…
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