Navigating Shifting Markets
In this week’s stock market update, we will address the ongoing uncertainty in capital markets and the factors driving the economic growth scare over the past month. As part of our review, we will review how the possible rising dangers in technology stocks are sowing future investment potential in other areas of the stock market that are unloved and under-owned such as energy, materials, and bank stocks.
- The economic recovery is more powerful than COVID delta variant fears
- Technology stocks are dangerous and beginning to unwind
- Growing confidence in the recovery will be good for economically sensitive stocks
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