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Archive of entries posted on 6th December 2017

Rotation. The same old explanation going round

Tech stocks have stumbled. The explanation? “Rotation.” Is it reality or emotion? Reality means lower growth. That’s serious. Emotion means temporary unlove. Tech isn’t suffering lower growth. If anything, growth is accelerating. Hence I remain optimistic on tech. Today’s lower prices are a gift, a buying opportunity. Here are the tech stocks which are in […]