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The Monday Morning Playbook: Week of January 29, 2024

Just make sure you own enough tech

Good morning,

My message this week is simple: Just make sure you own enough tech.

Now, I’m well aware that 5 of the magnificent 7 stocks report this week, so I want to be clear that this isn’t some bullish call on their earnings reactions. Expectations are certainly high and maybe they disappoint.

But here are two important truths:

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Scott Brown, CMT