외환/환율
📈 긍정적
Tech rotation deepens, blue chips rally, extreme bullishness signal flashes warning ahead
요약
If you read my notes last week – you learned that both GS and UBS told us that the hedge fund guys (the Momo crowd) had been running for the exits at breakneck speed, tripping over each other as they tried to lock in profits ahead of earnings season….. reducing their exposure to AI, semiconductors,