How long will be this rotation to tech ?I fear that it will be...

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    How long will be this rotation to tech ?
    I fear that it will be shorter and much more selective than the previous rotation to materials/energy.
    Probably be a function of stock market decrease, long term rates and earnings.

    I do not expect all the tech sector to continue to do well.
    Next reporting season will probably show which segments have been resisting quite well.
    Apart from SAAS, I expect more bad news than good news.
 
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