The Sword Follows the Poison With Inflation

Tech bubble deflates the same way everywhere, and i just don't expect it to be done. It's probably true that desil ten, the largest public companies in technology, are better bets this time around than sisco and loocent last time. The fact is, many of the lower desile companies are in a different class where they could have far bigger trogpsthesSomething you said early on thi podcast, marte, i think deserves repetition,. i'd argue that probably more things are similar than different to the last cycle. And we will have a similar unwinding. Perhaps it is unwinding faster if you just overlay the charts, but we're still unw