Tech is back

We know tech is back but don’t know why. JC has an explanation.

The stock market is saying that the inflation is not only transitory, but it has already peaked.

JC = @manch ?

That means you need to buy stocks with growth, no matter what. That means you have to buy Facebook (FB) , Amazon (AMZN) , Apple (AAPL) , Netflix (NFLX) and Alphabet’s Google (GOOGL) , or at least an exchange-traded fund that houses them. You have to buy Microsoft (MSFT) . You really have to buy semiconductors that supply the hardware that helps power FAANG, Advance Micro Devices (AMD) , and Nvidia (NVDA) . All of them will outshine any cyclical in a slowing environment.

Good bye Panda :wave:

Notice is FANGMANA and not FANGMANT


Jay Powell means business but not any time soon, and the hyper inflation theme is now off the table where it should have been all along.

Reflation trade is dead, for now.

Europe biggest start up event.

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Time for this again?

I was trying to understand this. The SPY volumes on the Covid sell off were about 50% higher than this most recent sell off. Cloud stocks were the opposite. This sell off was about 2x the volume of the Covid sell off. The volumes were record levels for some stocks. The rebound has almost the same volume as the most recent sell off. It is promising but early.