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More US And Tech Exceptionalism
If you favor US equities over the rest of the world, nobody's going to blame you.
If you favor tech over other sectors, nobody will blame you for that either.
And because "US equities" is a term that's synonymous with tech (or "tech" in the colloquial sense that we refer to the mega-caps), favoring US stocks and tech shares is essentially the same thing.
On Tuesday, I ran through a number of highlights from the February edition of BofA's monthly Global Fund Manager Survey. This month's instal
