Chelsey Dulaney
speaker
113 appearances
3 recordings
1 series
first heard Aug 2017
last heard Apr 2018
Chelsey Dulaney’s voice in public audio — every appearance, attributed to the second.
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Appearances
Yeah.
And that's notable because this is the smart money.
This is what people call the smart money.
And these are the investors who are doing a lot of research and have a really good sense of the industry.
So the fact that those investors are starting to get a little more cautious in this sector is interesting.
Right.
And so it's not necessarily a bad story here.
For a long time, tech was the place where you could get a lot of growth because tech stocks, their earnings were growing double digit and they were doing really well.
But now a lot of companies are doing really well.
So
You know, we've had this big recovery in global growth.
We've had higher energy prices.
A weaker dollar is helping companies.
And now we have the tax cut.
So a lot of companies are, you know, their earnings, their revenues are growing a lot.
So, you know, it just makes tax growth look a little bit less exceptional.
Right.
So as we sort of talked about, tech stocks have been rising for years and they are looking more expensive.
A lot of stocks are above their averages over the past couple years.
So there has been a bit of concern about just how fast they've risen and if it's possible for the S&P's tech sector to notch another 40% gain this year.
Showing 41–60 of 113 · page 3 of 6
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