Earlier in the year, I wrote a cautious article on the Columbia Seligman Premium Technology Growth Fund (NYSE: STK ), warning that sector valuations were becoming extreme. Sure enough, shortly after my article, the STK fund plunged byAuthor of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part of my own due diligence o ...