John Thomas Replay

June 15, 2022

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Tech Will Live Again

  • Tech has been trashed creating the best entry points in a decade
  • We have just rerun the 2000 Dotcom Crash for tech
  • Ballistic earnings growth will continue unabated
  • Digitization of the economy was hugely accelerated by the pandemic
    and the new growth is here to stay
  • Tech is now a single name picking game, not an index play
  • The big tech safety plays will lead any recovery
  • Money losing small caps may take years to recover