apple google msft amazon tesla all added together spell trouble

30 בספט׳ 2022

the large mega caps that everyone know make up a large part of our economy. Rates are rising, GDP is falling, and europe trouble. Oh ya and by the way, PEs are still higher than historical averages. Let me repeat, stocks are still pricing in big growth for next year. When the momentum buyer bail out, the value buyers step in. Only problem is that the value buyers are stingy and want deals.