Feb "payback" giving way to March + April "buy the dip" as we enter best 8 weeks. EPS revisions support OW Tech/FAANG here. Ex-FAANG S&P 500 P/E is 14.8X, hardly demanding

S&P 500 ended February down ~2% and the weakness has caused many investors to return to full "bear" mode. The fact that investors are so quick to flip cautious is a sign that sentiment still leans bearish -- think about that. If investors were constructive, the narrative would be "buy the dip"

instead, many think investors are about to walk into boiling oil (ala tiktok video below)with conviction based upon the "hot" inflation and economic data of Januarybut as we noted multiple ti...

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