Most likely not shocking too many individuals, the BoA survey exhibits that Lengthy US tech is essentially the most “crowded commerce” of all-time within the historical past of the survey.

Fund managers nominate the tech ‘bubble’ because the quantity 2 tail danger (following a COVID-19 second wave).

Probably not surprising too many people, the BoA survey shows that Long US tech is the most "crowded trade" of all-time in the history of the survey.

The factor about that is it has been crowded for fairly a while. Timing the drop is, in fact, the arduous half.