Between the seemingly unstoppable enthusiasm for AI, rumblings that quantum computers may finally be making their way out of the laboratories and into the real world, and the fact that the Federal Reserve is expected to cut rates again tomorrow, investors can’t seem to get enough tech exposure.
Outside of the tech sector, growth is pretty hard to come by. Consumers have been showing signs of being tapped out for months, and we’re starting to see “cockroaches” appear in the form of bad loans in the banking sector.
And so, disciplined investors face a conundrum…
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