@BillAckman I believe the Fed made a mistake. Higher rates keep the housing shortage going. OER goes higher with more renters. Current inflation being impacted by price of diesel which is supply shock. Rates will not slow AI spend.
@DylanRatigan You’re just figuring this out now? This is why so many y people don’t respect journalism. This is central as to why governments and government agencies don’t solve problems but simply create more problems and waste resources.
@JonathanTurley Instead of building stores it could be cheaper to just set up an open air market at various parks around the city and just rotate locations. Still can’t cover costs but at least cheaper.
@RealJGBanks missing in the power area: GEV CAT BE
missing in the photonics/data transfer area such as LITE and others
Missing in the compute area: TSM and others
@markminervini Thanks for the narrative on the history of Fed policy on interest rates and the communication of such policy. I would add that it doesn’t matter that much because the Fed usually just follows the market.
Mark congratulations to your clients. As I have posted before I’m a big fan of yours, have read two of your books, and always watch for your comments when you appear on IBD live. Applying your methods and techniques my strategy is up approximately +50% through the end of May and an estimated +60% to +64% through the end of June.
Stocks are pushing to all-time highs while sentiment is getting more bearish—bulls down, bears up. That’s a sign of disbelief. Investors are fighting the rally, which is a classic Lockout Rally condition. https://t.co/7NiHKuPACd
@AnkurPatel59 Ankur my own strategy doing very well (+15% YTD) but I’m not a trader but an investor and I try to keep and respect a healthy balance between fundamentals which are very strong 💪 and technicals. Ignore the noise where appropriate.