Death Of The Stock Picker?
MRKT Matrix
00:00
The Resilience of the Market
The resilience of the market is being masked by effectively a handful to 10 different stocks. Apple went from I think down from 125 up to 167 Microsoft traded as low as 225 after their report and change an Nvidia which has now bottomed out. Taiwan semi said two quarters ago "the first half of 2023 is going to be shitty but we're going to make it up in the back half of 20 23" The US economy will continue to grow even though rate hikes are currently not telling you that things are better than expected.
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