• We saw something in the action of the tech sector yesterday that might (repeat, MIGHT) be telling us that they’re in for some weakness…at least over the near-term.
  • Chairman Powell’s speech today should play an important role in whether the tech stocks do see more weakness or not.  However, it could/should play an even more important role for how the bond market acts in the days and weeks ahead.
  • Even the biggest die-hard Red Sox fan has got to admire the season Aaron Judge is having this year. 
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