@goddessmustsayhj.bsky.social
Reposted
Posted earlier:
We have often been told that, when a leading sector/dominant theme (AI/tech in this case) gets shaky, we should just "rotate." But what if the old playbook is less certain in today's unusually uncertain macro landscape? ...
1 of 2
We have often been told that, when a leading sector/dominant theme (AI/tech in this case) gets shaky, we should just "rotate." But what if the old playbook is less certain in today's unusually uncertain macro landscape? ...
1 of 2
Op-ed: Rotation isn't the answer to the tech uncertainty
Economist Mohamed El-Erian considers the current tech sell-off brought on by "secular uncertainty" and suggests that swapping one theme for another might not work this time.
finance.yahoo.com
February 8, 2026 at 3:54 PM
Posted earlier:
We have often been told that, when a leading sector/dominant theme (AI/tech in this case) gets shaky, we should just "rotate." But what if the old playbook is less certain in today's unusually uncertain macro landscape? ...
1 of 2
We have often been told that, when a leading sector/dominant theme (AI/tech in this case) gets shaky, we should just "rotate." But what if the old playbook is less certain in today's unusually uncertain macro landscape? ...
1 of 2
Reposted
An emotional day calls for one thing.
A plate of Yorkshire Puddings and a pot of beef gravy for dipping.
Just missing the toad.
#food #foodsky #baking #yorkshire #cook #cooking #comfortfood
A plate of Yorkshire Puddings and a pot of beef gravy for dipping.
Just missing the toad.
#food #foodsky #baking #yorkshire #cook #cooking #comfortfood
February 6, 2026 at 6:05 PM
An emotional day calls for one thing.
A plate of Yorkshire Puddings and a pot of beef gravy for dipping.
Just missing the toad.
#food #foodsky #baking #yorkshire #cook #cooking #comfortfood
A plate of Yorkshire Puddings and a pot of beef gravy for dipping.
Just missing the toad.
#food #foodsky #baking #yorkshire #cook #cooking #comfortfood