Traders, this is not the time to initiate a short on ARKK names, I think it is overdone here and if the FED is not too aggressive, we get a rally in bonds and longer duration tech names.
China is overdone too; long term Bond are bombed out and energy had a monster run.
I think the long duration rally in tech will be a bear market rally, but bear market rallies can be brutal, so my take is it is much too dangerous to short ARKK names here.
And small cap value momentum tech names show some nice strength here, so I will add them to my port!
As always this is not advice, research for yourself!
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