[CC may contain inaccuracies] It's now recommending effectively going underweight the mega-cap tech stocks versus the rest of the S&P 500. Veteran strategist Ed Yardeni says he sees more competitors coming for the juicy profit margins of the Mag Seven. Yardeni is also seeing little reason to stay overweight on the U.S. in the all country world MSCI portfolio.Some global peers have outperformed the S&P 500 this year on cheaper valuations and the weaker dollar. Let's talk to the man himself. Ed Yardeni is pre ...

Market Trends & Industry Dynamics - US profit margins are facing a significant test in the upcoming reporting season [1]