7/17 Daily Plan: I think Tech/Semis will recover later this year

I do not think we have topped in the S&P 500 or Nasdaq.

Hey Everyone,

A practical and brief note today as I continue to do research in the background to find areas of value.

A couple observations I would like to share:

• The current market volatility in the S&P 500 and Nasdaq-100 is caused by capital shifting back and forth between sectors rather than a structural decline in the corporate earnings outlook. I w…