
Bracing for Key Inflation Data 2/13/23
Halftime Report
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Is It Time to Start Fading?
Tech prices are disconnected from reality as it relates to tech thousand percent. I don't know that there's been any fundamental improvement for technology relative to where we were in 2022. Last year's laggards could lead the market higher if they continue to see a growth acceleration once again, but you're not positioned for it right? A lot of investors are ready to underperform if we continue to see last year’s laggards lead the market Higher.
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