FED policy

Daily Compounds

Could 2026 Be a Rhyme of 2021? What a Tech/Nasdaq Breakdown Might Look Like
ByL March 18, 2026February 9, 2026

After watching high‑beta tech crack in 2021 before the first hike, it’s natural to ask: could 2026 rhyme with that episode? The goal isn’t to call a top, but to map the conditions that made 2021 so painful and see how many might line up again. In 2021, three forces converged: (1) a turn in the rate narrative as…

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Daily Compounds

When the Music Stopped: Why High‑Beta Tech Cracked in 2021 Before the First Hike
ByL March 17, 2026February 9, 2026

Most investors remember the first Fed hike arriving in March 2022. But if you pull up a chart of the Nasdaq and the highest‑beta names, the real break started months earlier, in 2021. The key shift wasn’t the policy move itself; it was the rate narrative turning decisively away from “lower for longer.” Through early 2021, tech…

Read More When the Music Stopped: Why High‑Beta Tech Cracked in 2021 Before the First Hike