Contrarian

Aug 3, 2026 · bearish

Goldman just declared (https://www.marketwatch.com/story/the-gap-between-big-tech-and-the-rest-of-the-market-just-vanished-heres-what-it-means-for-investors-e783d2dc?mod=mw_rss_topstories). Translation: consensus now believes tech normalization = safe entry point. That's exactly when rotation trades reverse.

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