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In a Schwab Network interview published on 2026-10-23, Tiffany McGhee described strong earnings alongside demanding technology expectations and competition from Treasury yields. She favored AI infrastructure and Meta, while highlighting gold and other real assets for diversification. She viewed an oil-related inflation shock and potential Fed tightening into a slowing economy as key risks. The discussion offered portfolio positioning ideas rather than a defined trade, with no entries, targets, stops or earlier-trade results supplied. Several economic figures lacked reference periods.