007ws
2022-11-02

$Alphabet(GOOGL)$Wow people are really dumping tech stocks ahead of fomc release. I wonder what could be the reasons. Compelling factors would likely include declining revenue, profits, etc from rising competition in YouTube space, slowing advertising and cloud activity and strong USD crimping overseas income via translation effects. I also suspect another reason is that the market has priced in 75 bps, which means a lot of risk free assets are going to give higher returns, so people switch from holding tech stocks. 

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