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Isaac Poole CIO at Oreana Portfolio Advisory Service says put on the hazard lights because these US tech plays look like beating out earnings estimates in a fest for equity returns – saying this bull market has legs for the next five years… and elsewhere Isaac is expecting inflation to come in well above the Fed target and while some is transitory, you’d better believe some is also locked in – there’s been no substantial progress on the labour market, so expect to be talking tapering time by the end this year, very early next year at the latest. (Source: Ausbiz)

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