So, if like me, you're way-overweight US Tech, i think
-stocks didn't get the (bearish) note
-Some stocks seem to be hardly bothered by it all even though they are way down from highs..Nvidia and Apple (as an example) https://twitter.com/ArjenWoerdt/status/1247158346185986052
It's an interesting thread and this tweet is taken out of context but i agree with the point mr. Pettis makes: https://twitter.com/michaelxpettis/status/1247151508723924992
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