‘Hot inflation is over.’ Here’s where what that means for investors, says this portfolio manager.

A firmer start is ahead for stocks.

Investors seem to be perking up after Apple spoiled the mood some on Monday via a report it plans to slow its hiring roll.

If true, Apple AAPL has good company, as Facebook parent Meta Platforms META, Alphabet GOOGL, Microsoft MSFT, Tesla TSLA and Amazon AMZN have either announced cuts or plans to slow…