Think you‘re well diversified buying the All Country World Index? It‘s now pretty much a bet on Tech and Healthcare… 20 day average for Healthcare & Biotech Optimism indices near *HIGHEST LEVEL EVER*. Forward P/E looks very expensive

https://twitter.com/bullmarketsco/status/1255092258661154817

https://twitter.com/NorthmanTrader/status/1255086590822690816

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