A $442B Money Manager Says Tech's Glory Days Are Over

What is the difference between her and an astrologer? If she is so sure, they should return all their clients money(invested in tech) or put them in defensive stocks. I kinda envy her for making a lot of money and being on TV for i don&#x27;t know what! no one can predict what&#x27;s going to happen. Golden state winning yesterday was a sure thing. But then didn&#x27;t! and now i finally realize that i or nobody has any idea what&#x27;s going to happen.<p>Looking at the past we can say with certainty(if we assume it will repeat) that stocks will crash someday. When that happens some money that can be risked should be used to buy a well diversified ETF. Till then if you can&#x27;t hold on to cash then keeping buying every month.

&quot;Within sectors, Shah recommends utilities or real estate. Since the start of May, the two classic bond proxies are the only S&amp;P 500 sectors in the green. Globally, she prefers U.S. stocks over emerging markets.&quot;<p>I keep reading on here that no real estate safeguards were put in place after the 2008 crash. Why would anyone feel safe investing heavily in real estate knowing that?

People talk a lot about what will be the trigger for the next recession. I could see it being tech. Not the blow up of 2001, but rather a capping out of growth by the big tech companies as they turn into giant, stable to slightly contracting behemoths.

&quot;All Companies Are in the Tech Business Now&quot;<p><a href="https:&#x2F;&#x2F;www.bloomberg.com&#x2F;opinion&#x2F;articles&#x2F;2018-05-08&#x2F;all-companies-are-in-the-tech-business-now" rel="nofollow">https:&#x2F;&#x2F;www.bloomberg.com&#x2F;opinion&#x2F;articles&#x2F;2018-05-08&#x2F;all-co...</a><p>&quot;Every Company Is Now a Tech Company&quot;<p><a href="https:&#x2F;&#x2F;www.wsj.com&#x2F;articles&#x2F;every-company-is-now-a-tech-company-1543901207" rel="nofollow">https:&#x2F;&#x2F;www.wsj.com&#x2F;articles&#x2F;every-company-is-now-a-tech-com...</a><p>It&#x27;s amazing how the story changes just within a few months or years. Tech is the future of everything one day. The next, its glory days are behind it.

Tech&#x27;s growth has been riding on monopolies (FAANG) and useless, manipulative apps (a large portion of SV startups) for the past decade. It&#x27;s no surprise that a correction is coming. Useful software will never stop being important, but there&#x27;s a whole lot of fat right now that&#x27;s just waiting to be trimmed from the industry.

It&#x27;s really about the top of the US tech sector. I&#x27;m not sure I buy the thesis, but the problems that she highlights are real. The US is finally beginning to lose its historic dominance in the market.

Or maybe she just does not know which tech to invest into.

I always say that the gap between now and the future will be filled with technology. So I don&#x27;t know what she&#x27;s referring to as the only path towards the future is through technology.