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MACRO AND MARKETS

The Kobeissi Letter ✓

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Win ratetoo few (1)
Checked11 hits
Calls in total1latest
Mood now—no calls in 72 h

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S&P 500 indexBEARISH✓ −1.10%

Institutional investors are doubling down on tech stocks: 37% of global fund managers are now overweight technology stocks, up from 30% in September, and the highest reading since August 2020, according to a BofA survey of 161 participants overseeing $453 billion in assets. Tec

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