The bulls were riding high at the end of las tquarter as technology stocks had just powered the Nasdaq Composite to its best first half performance since 1983. If we flash back to the 4th quarter of last year, slowing corporate earnings and economic data, not to mention the most rapid Fed tightening cycle in 40+ years, had many economists predicting a recession starting during the 2nd or 3rd quarter of 2023. 

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