Stocks Thrive on Tech Leadership Despite Elevated Yields

"The heart of man is very much like the sea, it has its storms, it has its tides and in its depths it has its pearls too." ― Vincent van Gogh

Good evening,

The S&P 500 rose 1.21% this week, while the Nasdaq Composite rose 2.06%. The S&P 500 is on pace to gain 0.90% for the month, defying seasonality-based predictions of a September slump – but directionally in line with Fundstrat Head of Research Tom Lee’s expectations. 

A lot of that defiance is thanks to tech stocks.&n...

"The heart of man is very much like the sea, it has its storms, it has its tides and in its depths it has its pearls too." ― Vincent van Gogh

Good evening,

The S&P 500 rose 1.21% this week, while the Nasdaq Composite rose 2.06%. The S&P 500 is on pace to gain 0.90% for the month, defying seasonality-based predictions of a September slump – but directionally in line with Fundstrat Head of Research Tom Lee’s expectations. 

A lot of that defiance is thanks to tech stocks.&n...
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