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10 March 2021
3 min read

Big Tech & Their Bondage Ties


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

Is it a bird, is it a plane...? Nah just the Nasdaq mate 🚀


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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