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The Market Ear leads us off. There are risks to megacaps.
Consider yourself warned
1. The semis king supreme of the tech bull of 2000, Dan Niles, wants to be conservative in his positioning in Mag7 ahead of reporting.
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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.
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