ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Right Back Where We Started From"
Episode Synopsis
The big things you need to know: Three big things you need to know: First, Tech has bounced back on performance and earnings revisions but valuations remain a problem. Second, valuations more broadly have started to look less appealing. Third, other updates in our high frequency indicators highlight how pendulums have swung on a few different fronts (namely investor sentiment, election stats, and funds flows).
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