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
Notice is FANGMANA and not FANGMANT