Solid performance. If you look on balance, a lot of the earnings
have been good. Visa strong yesterday and travel is coming back
strong (airlines, cruiselines, etc). There are headwinds, though it
is a strong global economy with demand. 1Q GDP was negative which
means next quarter should be too. That means we are in the middle
of a recession if that is true. Markets look forward and markets
can perform in that environment with the other factors. Going to be
super interesting to see what the Fed does.
Not complacent by any means, just pointing out that some things
could go right too. AMZN hit a rought patch here, though I think
they will sort it out with price increases and supply chain will
get fixed over time. They have several businesses.
I continue to believe that Matt's frustration pattern may be
more like the 2022 story. I call it the "frustration" pattern
because it won't pay much to buy and hold being a bull or bear.
Seems to be one big range. We need more information. As you always
say, trade what is in front of you. Risk/reward.
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Solid performance. If you look
Apple boosts quarterly dividend by 5%, buyback by $90B Apple's ...
Posted by fundamentalvalues on 28th of Apr 2022 at 04:53 pm
Solid performance. If you look on balance, a lot of the earnings have been good. Visa strong yesterday and travel is coming back strong (airlines, cruiselines, etc). There are headwinds, though it is a strong global economy with demand. 1Q GDP was negative which means next quarter should be too. That means we are in the middle of a recession if that is true. Markets look forward and markets can perform in that environment with the other factors. Going to be super interesting to see what the Fed does.
Not complacent by any means, just pointing out that some things could go right too. AMZN hit a rought patch here, though I think they will sort it out with price increases and supply chain will get fixed over time. They have several businesses.
I continue to believe that Matt's frustration pattern may be more like the 2022 story. I call it the "frustration" pattern because it won't pay much to buy and hold being a bull or bear. Seems to be one big range. We need more information. As you always say, trade what is in front of you. Risk/reward.