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by Tyler Durden Sunday, Jul 18, 2021 - 10:30 PM The world s financial graveyards are covered with the career tombstones of those who, over the past decade, have called the end to a tech bubble that not only has yet to pop but has culminated with just 5 tech names - the FAAMGs - comprising 23% of the S&P s market cap vastly surpassing the lofty dot com days, with a combined valuation of over $7 trillion. Among those who were steamrolled by the tech juggernaut is Ned David Research, traditionally known for its accurate market timing calls if certainly not this time: two months ago it slapped a sell reco on tech right before it ripped the bears faces off and embarked on a 14% rally. And then, just as the FAAMGs fell out of bed late last week, the firm’s strategists pulled a Gartman, and abandoned their underweight stance, expecting that the rotation out of reflation and into growth, coupled with a plunge in yields, will lead to more tech buying when we may well be facing the first

United statesRussell clarkMichael hartnettRob andersonNed davisMorgan stanleyGoldman sachsDeutsche bankSupreme courtSoftbank vision fundNed david researchKe holdingsWall streetRussell clark investment managementFederal trade commissionAmerican express