Dell Tech Return Ratehttps://longbridge.com/topics/100000000951125?channel=SH000001&invite-code=UIZ8C93T&app_id=longbridge_sg&utm…
https://longbridge.com/topics/100000000951125?channel=SH000001&invite-code=UIZ8C93T&app_id=longbridge_sg&utm_source=longbridge_sg_app_share&locale=en&share_track_id=ec1bdc02-e72c-4214-8633-e97d78031541
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7️⃣ 🌏 My final takeaway
Thursday's market action showed that the technology sector can experience a sharp correction even when the broader market is not collapsing. Gold also retreated as investors reassessed the relationship between inflation, the dollar and interest-rate expectations.
My working hypothesis is that some investors are becoming more defensive, potentially directing part of their capital towards short-term bonds and cash-like assets while using options to hedge equity exposure.
@Captain's Watch

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