Group 1 - The market may take a break from expensive tech stocks, indicating a potential shift in investment focus [1] - The risk-reward ratio for investments can appear unfavorable even when not in a bubble, as evidenced by the NASDAQ's 30% decline at the beginning of 2022 [2] - There is a strong market consensus anticipating an economic pickup in the first part of next year, supported by falling oil prices and subdued inflation expectations [3]