(1) The life and death of bulls. (2) Matadors and recessions. (3) An aging bull that remains frisky. (4) Charge of the bullish brigade. (5) Tech now and in 1999/2000. (6) Beware of sectors with too much market cap. (7) Tech’s valuation and LTEG aren’t excessively high. (8) There’s lots of jalapenos in the salsa dip for chips. (9) Semiconductor forward earnings flying with worldwide sales.
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