It cited the red flags of crowded positioning and a heavy overweight in the momentum factor at levels that have historically not been sustainable. This week will be very revealing for investors. Matejka believes this is indicative of a broadening in market leadership being likely upon us and he said his team are warming up to a rotation. JP Morgan Cazenove and Stifel became the latest to add their voices to those calling the top of the tech cycle in the last week. Mislav Matejka, head of global equity strategy at JP Morgan Cazenove, has been a big tech bull through the recovery from the Covid-induced March market lows.
Google will soon be called the prime minister of the united states.
( z0 call :ARG1 ( z1 company :name ( z2 name :op "Google" ) ) :ARG2 ( z3 minister :ARG2-of ( z4 have-org-role :ARG0 z1 :ARG1 ( z5 country :name ( z6 name :op "United" :op "States" ) ) ) :mod ( z7 prime ) ) :time ( z8 soon ) )
(z0 / call-01
    :ARG1 (z1 / company
              :name (z2 / name
                        :op1 "Google"))
    :ARG2 (z3 / minister
              :ARG2-of (z4 / have-org-role-91
                           :ARG0 z1
                           :ARG1 (z5 / country
                                     :name (z6 / name
                                               :op1 "United"
                                               :op2 "States")))
              :mod (z7 / prime))
    :time (z8 / soon))
Google will soon be called the prime minister of the united states .
z1 :name z2
z2 :op1 0
z0 :time z8
z0 :ARG1 z1
z3 :mod z7
z0 :ARG2 z3
z3 :ARG2-of z4
z4 :ARG0 z1
z4 :ARG1 z5
z5 :name z6
z6 :op1 2
z6 :op2 1