Balance sheet health is key reason so many have blindly dog-piled into a handful of #tech names. Ergo, S&amp;P 500 is more like “S&amp;P 5” these days. Problem is, in a deep #recession, EARNINGS risk is major for this cyclically influenced sector. Sell/Underweight is my advice! $SPX $QQQ https://t.co/xXtxHuNQhb