The US equity rally sees no end and started a new leg this week as the FED adopted a clearly dovish stand. In the past two days, US technology stocks…This content is for Research, Model Portfolio + Investment Ideas, 1-month Free Trial and Diamond Membership members only. Log In Get a 1-month Free Trial
In our post titled THE END OF TECH dated March 26th 2018, we were amongst the first analysts to warn investors about the coming end of the entire super-cycle of technology stocks.
Technology and the wide-ranging application of internet was the story that captured the imagination of investors in the 2010s.
Covering our shorts, Going Long China, Japan, India and Chinese Tech.
The sharp correction we anticipated in the past few weeks ( see our post A sharp global correction may be imminent published on Sep 28th ) took place this week, surprising the majority of investors by its violence.
Global equity markets tumbled 5 to 6 % on average as US bond yields rose to level not seen since 2014.
Two major changes are taking place in investors’ psychology :