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The AI mania continues to suck in all of the oxygen. The Market Ear.
The tech “stop in”
It was less than a month ago we outlined our tech break up logic in our thematic email “Better than 1999” (premium only, sign up here). Things have caught up lately and the crowd has been “stopped in”.
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.