We are headed for a recession, of course, and I'm wondering if tech is signaling to batten down the hatches.
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It is much more likely due to the massive amounts of cash being brought onshore since the tax cut:https://www.cnbc.com/2018/09/10/chart-shows-surge-in-corporate-cash-brought-home-since-tax-cuts.html …
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interesting!
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Tech is pretty much the only thing that the average joe gets really excited about and that’s what gets overpriced very quickly. The same joes is the reason consistent sell-offs happen as stocks race to the bottom because they didn’t know what they were doing in the first place.
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There is VERY little chance that tech acquisitions indicate anything about the general stock market. Certainly not a Bear Market. US Corps have been sitting on top of a massive pile of $$$$s, they are finally putting it to work.
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The acquisitions I’ve followed recently (HP-Micro Focus, Xamarin, GitHub, Red Hat) are all companies that have something of real value (both tech and people) which is not always the case in these trends. Yes, corps have money due to tax policy but this isn’t part of the bubble.
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As for the recession, yes it’s coming. But it’s like Gozer the Destroyer—we don’t yet know the form it will take (or what ultimately triggers it).
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Probably, yes. We're overdue for a "market correction"
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