Top “quotes” from the latest BofA global fund manager survey

1, “It’s a bull market”

2, “No longer a recession”

3, “It’s not escape velocity”

4, “Dry powder”

5, “Let’s cyclically rotate”

6, “The vaccine’s the thing”

7, “We’re paranoid tech”

Interesting to note people are very long tech, but see it as the most crowded trade…(as long as you have the proper risk management, there is no “conflict of interest”).