Willard Spencer
@willardspencer
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Seeking high returns? Let's explore the world of stocks together!
Joined May 2023
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Why (not) rush into US stocks right now... ?
US equity indices are not far from all-time highs, which from a bearish perspective suggests room for a correction at least in the short term. However, the bulls believe that the upward momentum has not yet run out and are betting on further growth. The situation is not clear-cut and a wrong decision could cost investors dearly.
Mark...
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Great, nice post. I'd be careful now too, I definitely don't buy tech stocks anymore, but I do buy ETFs and dividend stocks. However, I'm more likely to wait and gradually send cash to the broker to be prepared. If the tech stocks would fall, I would definitely appreciate it and overbought😁.
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Stock Market Calendar (July 17 - July 21, 2023)
Earnings season is upon us, with quarterly economic numbers coming out in the third week of the holiday season, including $TSLA, $BAC, $NFLX and $AXP in the US. Investors will also be evaluating macro data and, on the old continent, the new economic forecast from the European Commission.
Outlook
"The coming week will belong to...
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Compared to the covid era, there was a brutal drop in demand for memory chips, which also caused the prices of these chips to fall - lower margins. They probably didn't fully take care of it and didn't adjust production to the demand.
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Here's Nvidia's Sunday look at AI and tech-AI stocks in general...
NVIDIA: Risk of extremely optimistic outlook could hit entire AI-related sector
Shares of artificial intelligence (AI)-related companies in particular have been gaining in the U.S. market this year, but the U.S. government could put a stop to that rather quickly. This is because it is considering extending export...
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Maybe someone can help with the current AI stock valuation overview on FASTgraphs https://youtu.be/vYhzNQ64SlM
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A little while ago I came across an interesting interview with Timur Barotov, an analyst at BH Securities.
Four reasons why stock markets are due for another correction:
1. Liquidity
Changes in liquidity (money in circulation) in the U.S. economy perfectly predict the stock markets since the pandemic began (see chart below). The rise in the stock markets after the sharp decline in...
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The liquidity thing may have been forgotten too quickly, that's a good point.
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For me this is one of the bigger surprises of this year, I was expecting a top 5 company focused on AI and the third company is from a completely different industry.
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GPT's portfolio is still in the green, specifically since its baseline ($50k) it is +$1840 (as of 6/23.) and this is his stock pick for this week including ChatGPT's scoring (0 worst, 100 best)
$LLY - 84 $CFLT - 84 $CVLG - 82 $VERA - 81 $VRTX - 81 $NATI - 81 $OSW - 80 $RMBS - 79 $KKR - 79 $DICE - 78 $RYI - 78 $MCD - 78 $THO - 78 $ACLS - 77 $NVDA - 77 $CBIZ - 75 $CWH - 75 $RDN -...
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If you don't have the paid version, it can't be from 2023 but 2021 max after all?
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P/E is a small piece of the puzzle for me. Of course, I like it better when it is low, but $AMD, for example, proves that we must not cling to this indicator.
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That scooping up of other EV manufacturers into the Supercharger charging portfolio may be a game changer. I wonder if you know of another charger network this big in the US, EU, China? That would be interesting if someone were to hatch out here to consolidate the other EV players in terms of charging...
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It also makes me sad and happy at the same time because PLTR gives a very effective tool for governments to better spy on us and have more and more control over us. The further they stay away from Europe the better for everyone's privacy.
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Palantir is a super interesting company. I have it in my portfolio, and even so, I don't think the current growth is 100% justified. If they start focusing more on other companies rather than existing customers and the government, which pays the most, it could get pretty interesting in the future.
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This looks interesting, I'm mainly interested to see how it performs in different market situations.
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There are always certain people who are terribly optimistic and equally negative, and occasionally some people get it right, but as we all know, even Warren Buffet doesn't know if the markets are going to go up, down, right, left, or spin in circles. :P
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Great news, thanks. So I'm thinking maybe I should still jump in and buy a few shares.
Great, nicely written. It makes sense to me and when I think about it, it makes even more sense😅. The Fed should read these 4 points and think about them. Of course, as Luke wrote, I am not an economist either.