“Guys, I have been listening to this podcast regularly. I know your narrative has been reflation stocks, cyclicals, defensive, and now Europe. What about tech?!? You guys totally missed the massive tech rally in June heading into earnings and continue to ignore it as if it hasn’t happened…probably because you have to do a U-turn on your narrative and are unwilling to do so. Sadly you also don’t invite your tech analysts to the podcast to give their views. Why did tech rally in June? As we head into Q2 earnings, investors know big tech will produce stellar results driven by secular tailwinds, inflation or not. Please try to provide a balanced perspective.”
sagefire777 via Apple Podcasts ·
United States of America ·
07/05/21