Ozan Akcin
Ozan Akcin
cautious concerned investors
This is something to be concerned about. I don't think investors have been particularly cautious just yet.
beginnings edgy investors mark tends
Investors are edgy and nervous. That tends to mark the beginnings of rotation.
beginning economic general keeping stages thesis
This is all in keeping with the general thesis that we're in the beginning stages of the economic cycle.
gains lock people phenomenal ride stocks tech year
This has been a phenomenal year for tech stocks and a lot of people want to lock these gains in and ride this out.
appear bad companies decipher hard manage trying
It does appear that companies are trying to manage expectations. It's hard to really decipher what's really bad news.