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How to Trade a Hated Rally

Real Vision: Finance & Investing

NOTE

The Ten Year Peak in Tech Stocks

China data was underwhelming/nOPEC extending cuts indicates fear of a slowdown in oil/nFundamental arguments on China and oil are uncertain/nTech and energy have an inverse relationship/nPossible peak for the 10-year notes/nBond yields may come down in a correction/nNASDAQ is the most vulnerable area in technology/nBetting against the NASDAQ has historically been risky/nExpecting tech stocks to decline over one to two months

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