Buffett's junior apprentice$NVIDIA(NVDA.US)$Alphabet(GOOGL.US)$Apple(AAPL.US)$Microsoft(MSFT.US)$Amazon(AMZN.US)$Meta Platforms(META.US)$Tesla(TSLA.US)This is when the importance of having chips in hand is demonstrated. A drop like this is likely just a shakeout, and then they'll find a reason to pull it up.
Buying stocks is buying companies. As long as the performance is good and the valuation is reasonable, let time tell.
Wall Street boldly predicts: To hedge against the labor shortage, Waller may tolerate inflation of 2.5%-3.5%!
The Federal Reserve may tolerate an inflation rate of 2.5%-3.5% under the leadership of Waller to address the balance of supply and demand in the labor market. Analysts point out that the current labor demand and supply in the United States are both at 172 million people, indicating a state of "perfect balance" in the market. If immigration enforcement tightens, labor supply will shrink, threatening economic expansion. The Federal Reserve is expected to continue cutting interest rates, driving down short-term real interest rates, weakening the dollar, and leading stock assets to outperform bonds. BCA Research recommends an overweight position in the MSCI Global Consumer Discretionary sector
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