Inflation Soaring – Bonds Yields Falling – Hmm

There has been lots of chatter about mega-cap tech and FAAMG retaking its leadership role again. While I am less negative about the group than I have been all year, I am not ready to proclaim that investors should go all in or even close. Facebook and Google are at or near new highs. Microsoft is close. Apple and Amazon remain mired in a range. Parts of the tech sector look more appealing than others and if action dictates, I will discuss further next week from the land of heat and humidity in South Florida!

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