Motley Fool Money Surprisingly Strong Q1, Stocks To Watch, Bezos' Next Move
Mar 31, 2023
Ron Gross and Matt Argersinger, both senior analysts at Motley Fool, dive into Q1 market trends, highlighting inflation data and notable shifts in major companies. They discuss Disney's metaverse withdrawal and Lululemon's disappointing Mirror acquisition. Brad Stone, from Bloomberg, offers insights on Amazon's leadership changes, speculating about Jeff Bezos's potential return. The analysts also share their stock picks, including ERP Properties and Wesco International, while analyzing Moderna's future amidst declining vaccine demand and Pepsi's new branding.
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Market Sentiment vs. Reality
- The Nasdaq's 17% Q1 rise feels misleading given the banking crisis.
- Tech's rebound in a rising interest rate environment adds to the confusion.
Silicon Valley Ripple Effects
- Tech layoffs and downsizing are impacting Silicon Valley's commercial real estate.
- High vacancy rates and regional bank lending pose significant risks.
Monitoring Business Outlook
- Watch for company guidance updates in the coming weeks.
- Pay attention to changes in business outlook and potential warnings about future performance.
