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by kentm 428 days ago
Driving high levels of the total returns off of a handful of advertisement companies doesn’t seem good or sustainable IMO. But
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In that regard the Danish pension funds are actually playing it safer than our neighbors. The Norwegian Sovereign Wealth Fund, the largest of its kind in the world, is 40% US equities (read: US tech stocks) and 10% US private equity (read: more US tech).

Some Norwegians are starting to be concerned but only because they think Trump will seize their assets.