I still don't think the problem is either trade or interest rate. I think the market realizes the FED won't be there anymore. So they have to reprice given the stocks are too expensive.
Lots of talks of the cloud service. I think that story is done. The "gig economy" companies going to consolidate soon. I mean how many food delivery services do you need? How many of them actually make money?
Last edited by WestRace; 12-24-2018 at 10:55 AM..
|