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That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were uglyโ€”and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that itโ€™s on a sustainable path higher. Higher long-dated bond yields make future profits less valuableโ€”and many tech companies are valued on the basis of profits forecast for many years in the future. You may recall that, back when Facebook started changing WhatsAppโ€™s terms of service, a number of news outlets reported on, and even recommended, switching to Telegram. Pavel Durov even said that users should delete WhatsApp โ€œunless you are cool with all of your photos and messages becoming public one day.โ€ But Telegram canโ€™t be described as a more-secure version of WhatsApp. Following this, Sebi, in an order passed in January 2022, established that the administrators of a Telegram channel having a large subscriber base enticed the subscribers to act upon recommendations that were circulated by those administrators on the channel, leading to significant price and volume impact in various scrips. So, uh, whenever I hear about Telegram, itโ€™s always in relation to something bad. What gives? On December 23rd, 2020, Pavel Durov posted to his channel that the company would need to start generating revenue. In early 2021, he added that any advertising on the platform would not use user data for targeting, and that it would be focused on โ€œlarge one-to-many channels.โ€ He pledged that ads would be โ€œnon-intrusiveโ€ and that most users would simply not notice any change.
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