What is going on this week?

Let me breakdown the short, medium and longer term issues here:

1. We have earnings on the biggest names in tech this week. Expect volatility.

2. We have congress grilling those tech players on anti-competitive practices.

3. Will the recent rally in non-tech names hold, or are we back to tech up, everything else flat - it's relevant - markets are healthiest with a broader rally for the unloved.

Just remember, the concentrated tech market and Microsoft's regulatory roadblocks 20 years ago started the dot.com decline. History rhymes.

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