Video – my big picture tech market review
28th January 2020 |
It’s been some time since I sat down and recorded a video like this…
My macro analysis on the tech market.
There’s something we need to be asking ourselves right now that will impact every investment decision we make going forward. Namely:
Are we approaching an end to the bull market… or has this period of outperformance got room to run? How do these scenarios, historically, play out?
Well, here’s a hint: “Bull markets don’t die of old age… they’re assassinated by central banks.”
I can’t take credit for that cute line, I owe that to my mentor David Fuller. But as you will see, in the video, it’s a very instructive way to read and anticipate the markets.
Let me show you:
You can WATCH my big picture analysis video here.
Alternatively, because I know some of you prefer to read the analysis, I’ve had it transcribed.
I very much enjoyed connecting the dots in this video and I hope you do too. This is an exciting time to have money in the tech sector.
Let me know what you think of it. Email me at eoin@southbankresearch.com with your thoughts.
Many thanks,
Eoin Treacy
Investment Director, Frontier Tech Investor
