No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
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If you just zoom out, this current drop isn’t that out of the ordinary. But then you zoom back in and you see 10% plus swings everywhere, bitcoin, silver, and gold all crashing. Is it really just the fact that portfolio allocation is being rotated out of software and moved towards other sectors? so from headlines you’d think the world is ending but as an aggregate the market is doing basically okay?