I Think the Tech Sector Is Going to Be Rewarded in a Proactive Way

The market is going to reward good stewardship of capital and good cost controls, especially as we think companies, margins are going to be compressed. There was a huge rotation in the fall out of mega cap tech into energy, into industrials, into staples, into a whole host of other that actually got expensive. It's ironic that people were coming out of tech names on valuation basis and they were moving into some areas that they thought were a bit defensive but they got really expensive too.

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