People are worried about inflation and are paying close attention to the 10-year treasury yield, says Paul Lambert of Tocqueville Opportunity Fund. Tech stocks have been overly punished at these levels and the risk/reward over the next three years is compelling, he adds. Businesses are dealing with inflation in every facet of their operations, causing tech investments into software paramount, he explains. His stock pick is Coupa Software (COUP) as a reopening play. He discusses the Tocqueville Opportunity Investor ETF (TOPPX).
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