IMCV - Despite Friday's Swoon We're At A Bottom; Buy These Beaten Down Big Cap Tech Stocks

• Last week's spike and crash has been misinterpreted. The move was due to technical factors and not some deeper meaning. Sometimes a cigar is just a cigar.
• I make a case for the market fully discounting the interest rate adjustment.
• It's likely Powell's efforts will slow the economy, albeit to just above the last decade's average of 2%.
• I am going to get more aggressive and buy fuller positions. I'm going to focus on the Big-Cap Tech names.
• If you wait for the consensus that the market bottomed, you will miss half the alpha.

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