NFLX - end of story
- the slowdown in the US economy seems to be perceived even in Wall Street, or perhaps not, there they cannot see anything yet
- the yield curve behaviour indicates potential recession
- labour market shows symptoms of weakness - minor ones but still
- carry trade goes away slowly
- insiders sell not buy
I am out if the Mag7 stocks for some time already, now I think it is possible to buy PUTs on selected techs - be it NFLX. Perhaps it is good to wait till NVDA shows results on Aug 28th, then decide
- the yield curve behaviour indicates potential recession
- labour market shows symptoms of weakness - minor ones but still
- carry trade goes away slowly
- insiders sell not buy
I am out if the Mag7 stocks for some time already, now I think it is possible to buy PUTs on selected techs - be it NFLX. Perhaps it is good to wait till NVDA shows results on Aug 28th, then decide
כתב ויתור
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