Interesting… I’m reading between the lines here and I don’t want to assume anything so correct my if I’m wrong… Your board = "Sector Investing"#board-1697
Yet you are not rolling into the defensive and still have hope for a tech/semiconductor rebound although it is short lived…
Will you be rolling into the long side of a defensive sector after that… or not willing to put any faith/cash in the economic cycle theory? Just raising cash?