In today’s briefing:
- Time to Tiptoe Back Into Big Tech?
Time to Tiptoe Back Into Big Tech?
- Big Tech has been lagging the market since February and the relative performance reset is nearing an end. The overall stock market is undergoing a bottoming process.
- Investment-Oriented accounts should be accumulating positions at these levels, but should be prepared for some near-term choppiness.
- Tactically, we are inclined to overweight value over growth stocks for short-term performance.
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