AP/Kathy Willens Investors in red-hot tech companies are heavily exposed to political risk, and they may not even realize it. After all, one of the main selling points for tech stocks last year was how disconnected they were from macro drivers. Traders shied away from energy because they were puzzled by oil, and stayed away from financials and utility stocks because of uncertainty around interest rates. This led to investment funds crowding into tech stocks, for lack of better options. But now, ...
AP/Kathy Willens Investors in red-hot tech companies are heavily exposed to political risk, and they may not even realize it. After all, one of the main selling points for tech stocks last year was how disconnected they were from macro drivers. Traders shied away from energy because they were puzzled by oil, and stayed away from financials and utility stocks because of uncertainty around interest rates. This led to investment funds crowding into tech stocks, for lack of better options. But now, ...
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