We continue to believe that software, as we've described is the best house on the block, says Fred Havemeyer. He discusses tracking equities with Macquarie Research. He notes some cloud stocks such as Workday (WDAY), Okta Inc. (OKTA), Crowdstrike (CRWD), and Twilio (TWLO). He then goes over investment opportunities during inflationary times. Tune in to find out more about the stock market today.
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