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Everything Says Sell Tech—Except Tech: Why The Next Move Could Be Violent
Yen surging. Tech CDS wider. Rates higher. Yet NDX refuses to break. Heavy or resilient? Either way, the next move could be violent—and convexity is cheap.
Raccontata da
zerohedge.com
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Everything Says Sell Tech—Except Tech: Why The Next Move Could Be Violent
Yen surging. Tech CDS wider. Rates higher. Yet NDX refuses to break. Heavy or resilient? Either way, the next move could be violent—and convexity is cheap.
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Investors Are Too Cautious: The Setup For A Tech Melt-Up
Think rising rates kill tech? During the dot-com boom, the Nasdaq surged more than 200% while the 30-year yield rose roughly 200bps. Euphoria can overpower macro. History says…