1.Tech & Tech $The Technology Select Sector SPDR Premium Income Fund(XLKI)$ related sectors' Capex has gone from around 25% to 50% of total S&P500 $S&P 500(.SPX)$ corporate capex over the past decade.
Boom, bubble, or new paradigm?
2.Black line playing catch-up...
Gold $Gold - main 2602(GCmain)$ firmly outperforming virtually every other asset ---what's the end-game here??
3.Gold is overvalued, and so are tech stocks $Invesco QQQ(QQQ)$ .
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