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Jun 08 2018

Dot-Com Déjà Vu?

  • Jun 8, 2018

Haven’t we seen this movie before? Technology takes over the stock market late in a recovery cycle, seemingly making the bull ageless, pushing portfolios toward a more concentrated new-era exposure, stimulating investor greed bolstered daily by watching a chosen few (FANGs) rise to new heights, and convincing many that tech is really a defensive investment against late-cycle pressures which trouble other investments. 

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About The Author

James Paulsen / Chief Investment Strategist