https://www.cnbc.com/2020/09/21/sp-5...watch-now.html
Turning out to be the worst September since 2011.
Sector rotation seems to be the consensus and while picking up some value names might not be a bad idea, I am still staying very long (if not completely) in tech.
Still hard for me, as a growth investor not looking for dividends, to look at some of these cyclicals and say "this is good value and will rise over the next year" with A.) still so many unknowns with COVID / the economic bounce-back and B.) the opportunity to deploy that money elsewhere in tech.