Big Tech & Their Bondage Ties

Tech corrections clearly were good for your health... 🎵

So, are we rotating into value or is that over now?

John Authers put out a great article about this and a Brontosaurus earlier - highly recommended reading...

"Rather like a brontosaurus that has been bitten on the tail and most of the body hasn't noticed it yet, the signal is working its way up the vertebrae,"

Borrowing charts from that note, the market is still ro-tat-ing...

And today sees a couple of key events in the current dynamic.

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Tim Vollans

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