🚨 🚨 When There Is Fear We Get Greedy: The tech-heavy Nasdaq 100 has dropped more than 5% so far in September, on track for a back-to-back loss and its worst monthly showing of 2023. This is an opportunity to buy quality Tech cmpanies. UBS says the Fed won’t hike again this year. But Powell’s emphasis that higher real yields are needed in the last leg of his fight against inflation introduces uncertainty to that sanguine projection
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