If the theme is working, why change direction? Investors have been supporting mega-tech this year and that in turn has supported the broader indexes. The NDX now sits with 26.5% ytd gain versus the S&P 500 +9.3%, as that outperformance continued once again in today’s session. Investors have been monitoring the DC debt ceiling talks as Treasury Sec Yellen’s date threat gets closer. But positive a comment from Kevin McCarthy that he sees a debt limit deal on the House floor next week put a bid in…
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