CNBC was kind enough to invite me on "Squawk Box" again this morning. We talked about the market getting clobbered. We also talked about the (soon-to-end?) tech boom.
My view of tech is simple: Tech isn't in a "bubble" — this is not a repeat of the 1990s — but tech has always been cyclical, and we're nearing the end of the current cycle.
Read Full Article »