Just the messenger mate. It was relevant so I posted it. I'm not...

Just the messenger mate. It was relevant so I posted it. I'm not exactly racing to buy bank stocks either. I did take heed of both comments relating to levels of upcoming junk bond maturation and the implication for equities and especially to the view of both managers that the current correction in tech is yet to see SP's bottom out for those trading on sky high valuations / multiples. This is a view I also share and have been re-balancing my portfolio accordingly for several weeks now.