BCA says to long-term underweight US stocks and US tech stocks

As good as it gets

Research superstars at BCA says that the US listed companies and mainly tech have just had it too good for too long and that this will not last. US market and US tech is at a structural turning point. With markets at new fresh all-time-highs and everyone expecting this to continue, this is clearly a controversial long-term fundamental call.

This bull, young or old?