Is It ‘All Tech’?

You can draw your own conclusions there…


Back To The Future.

It was a good day for the “future.”

Not Every FANG Made Goldman’s Super- Awesome New Growth Stock Team

No, you should not buy growth at any price.

Stark Raving Mad.

“Let me in.”

Sell FANG – Tech Is ‘More Tired Than Lindsay Lohan’s Probation Officer’

“During the last couple of weeks I have noticed that often Nasdaq underperforms the broad market, and it looks more tired than Lindsay Lohan’s probation officer.”

Monday Bloody Monday.

There will be blood.

Mohamed El-Erian Is Worried He Won’t Be Able To Get An Uber In London

“It seems that everywhere you look these days, tech is under attack.”

Since 2001…

These concerns have found expression in cautious notes from Goldman and lengthy missives penned by the likes of Howard Marks, who in July implicitly compared the current environment to the “perpetual motion machine” that was at work just prior to the dot-com bust.