The only thing that doesn't suit me is Timming because mid-March and especially April is a good time for rallies as that's when there are higher tax receipts and less supply of bonds hence classically the second half of March and April are good. So maybe sideways? We shall see. It has already been easy.
and if competition appears, look at tiktok, the US government is blocking apps under the deceitful guise of spying. Typical American behaviour as they lose the race. It doesn't change the fact that if tiktok goes down, you'll buy meta again. That's why meta is getting more expensive.
And importantly, the internet has no competition from China unlike, for example, Tesla. The trade war means that many products will not be viable. The likes of google, microsoft etc have no viable alternative from China. you won't use a Russian internet search engine after all. These are different worlds, disconnected. There will be no Chinese netflix or Chinese operating system. These are sure stocks, you can buy ETFs for years.
Many companies like Microsoft should continue to grow because they are the monopolists wrapping up the internet.
If it is to be believed that more and more business is moving online, then these companies should be the ones to make a profit. Just like cloud computing, cyber security etc. sectors
"Fed pivot or not, liquidity is on the rise again. Overall liquidity, as defined by the Fed’s balance sheet, less reverse repos (RRP) less the Treasury’s cash balance at the Fed (TGA), has been rising since mid-2023, taking stocks with it."
What's This? A Downtrend Channel 3/15/24
in The Daily Stool - Stock Market Message Board
Posted
Crypto bubble