Where do you think is tech beginning to drown out the uncertainty and the fears about stagflationary effects from things like trade and tariffs. A little bit. We feel like tech was sort of drowned out by the fears around tariffs early April around Liberation Day.But what we've seen is tech continues to print these earnings well into the double digits. And it's at all-time highs, but multiples aren't at all-time highs. So, it's not just driven by multiple expansion. It's driven by some fundamentals.And after ...

Editor's note: Seeking Alpha is proud to welcome David Devine as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.With a master’s in economics and 15 years of experience spanning both public and private sectors, I bring a global perspective to my investing insights. Having lived and worked in Colombia, Costa Rica, Chile, and Myanmar, I have a firsthand un ...