2min chapter

Bloomberg Surveillance cover image

Surveillance: Tech Fatigue with Kaiser

Bloomberg Surveillance

CHAPTER

The Importance of Market Timing

Long-only investors in particular are starting to have some fatigue in terms of tech buying. The tech trade is obviously not as we say as clean as it was at the beginning of the year. So from our perspective, it does kind of impact risk reward a little bit. But that's the nature of a bull market.

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