Sizing Up the Rally's Road Ahead 3/20/26

Leslie Picker and the Investment Committee debate the S&P's
longest losing streak since March and how to navigate the
volatility. Plus, shares of Super Micro plummeting after U.S.
prosecutors charge 3 companye employees with smuggling NVIDIA
chips to China, the desk debate which competitor will benefit.
And later, big trouble for China stocks, the Commitee discuss
their international strategy. 


Investment Committee Disclosures


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