|
|
Post by steelpony10 on Dec 14, 2023 1:41:30 GMT
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Dec 14, 2023 22:50:33 GMT
I did did not listen to his full video but seemed like he is sticking to his recession call.
|
|
|
|
Post by steelpony10 on Dec 14, 2023 23:22:02 GMT
@waffle2 ,
Yes but a mild one apparently with a lot more rate cuts. He has a specialist that makes all these calls, so not him.
At the end of each program she always asks for an investment idea perhaps for the long term. He said AI which could be bigger then everything else in our lifetime. MSFT is the easy way to get a piece of that. That’s his call.
|
|
|
|
Post by steadyeddy on Dec 15, 2023 0:23:13 GMT
@waffle2 , Yes but a mild one apparently with a lot more rate cuts. He has a specialist that makes all these calls, so not him. At the end of each program she always asks for an investment idea perhaps for the long term. He said AI which could be bigger then everything else in our lifetime. MSFT is the easy way to get a piece of that. That’s his call. With all the AI euphoria already running up the stock prices, I have a hard time agreeing with his AI call. But you never know. |
|
|
|
Post by steelpony10 on Dec 15, 2023 12:04:04 GMT
steadyeddy , Long term not short term. The whole market is overreacting to headlines not earnings which seem to be slowing in certain areas. Anyway MSFT has already incorporated AI into some of their software. The competition will be forced to follow like the chipmakers are.
|
|
|
|
Post by Chahta on Dec 15, 2023 13:54:36 GMT
steadyeddy , Long term not short term. The whole market is overreacting to headlines not earnings which seem to be slowing in certain areas. Anyway MSFT has already incorporated AI into some of their software. The competition will be forced to follow like the chipmakers are. Possibly, but we know the market is forward looking. |
|
|
|
Post by steelpony10 on Dec 17, 2023 17:18:44 GMT
Chahta , I’ve seen too many markets go to far too fast not based on solid facts too many times. All I’ve seen is “markets believe the Fed has the right take on the future”. Irrational exuberance with not a lot of consensus from ones in the know beyond that with some bad facts (slowing earnings, layoffs, lowering inflation means the brakes are on spending) and more uncertainly coming in 2024 makes me tip the other way. So 50/50. Anyway great investing opportunities may exist beyond 2024.
|
|
