The interest rate sensitivity of high-growth stocks has caused their rich 2021 valuations to capitulate as yields soar. The Ark Innovation ETF (ARKK Quick QuoteARKK - Free Report) , the innovation benchmark, has tumbled -33% year-to-date, -60% off its February 2021 highs.

Has fear and momentum trading caused the stock market to overdo this high-growth correction?

The answer lies with your outlook on the Fed’s monetary approach to inflation and sustained demand.

Fed Chair Powell has done a phenomenal job navigating these uncharted economic waters, and I believe his perception of natural inflation deceleration is valid. Powell and his regime of accommodative central bankers are doing everything in their power to keep the US economy growing.

Outsized demand is what is causing this inflationary environment, and analyst beating results & forward guidance from Apple (AAPL Quick QuoteAAPL - Free Report) & Microsoft (MSFT Quick QuoteMSFT - Free Report) just showed that our appetite for the hottest tech might be insatiable.

Well-positioned tech is looking at accelerated secular growth over the next decade as society transitions in the 4th Industrial Revolution.

It’s impossible to call a market bottom, but with the S&P 500 teetering around correction territory (-10% off recent highs), it’s time to start adding to your portfolio for the future.

Stocks I’m Adding To Today: CrowdStrike (CRWD Quick QuoteCRWD - Free Report) , Twilio (TWLO Quick QuoteTWLO - Free Report) , TSMC (TSM Quick QuoteTSM - Free Report) , Alaskan Air (ALK Quick QuoteALK - Free Report) , ACM Research (ACMR Quick QuoteACMR - Free Report) , & Splunk .