Wow. WTF?!Investors are currently positioned as if Tech companies are reporting NEGATIVE earnings growth for Q3!This com…
Wow. WTF?!
Investors are currently positioned as if Tech companies are reporting NEGATIVE earnings growth for Q3!This compares to Q3 growth for Tech of 53% in aggregate and 35% for the median company!IMO, this is probably a good spot to start re-building some longer-term tech investments.This week's selloff (and current positioning levels) is not a true reflection of Tech's future earnings growth.
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