Lumida Wealth : Non-Consensus Invest Beyond the Ordinary WOYM: Is the correction over?
Mar 25, 2025
The discussion kicks off with a look at economic indicators and market sentiment, hinting at a possible end to recent corrections. Investment strategies spotlight tech stocks and sector trends. Intriguingly, the influence of consumer spending and financial behavior are examined deeply. Global trade dynamics, especially between the U.S. and Mexico, highlight emerging opportunities. Attention is given to the challenges faced by data centers, alongside the safe haven appeal of gold. Strategies for navigating diverse investment sectors are also explored.
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Correction Over?
- Ram Alawalia believes the recent market correction is over, citing stable non-farm payrolls and initial claims data.
- Layoffs, a key recession indicator, are not prevalent, suggesting economic anxiety is due to tariff uncertainty and market over-positioning.
Recovery Opportunities
- Invest in assets that experienced the steepest declines, such as technology stocks, as they have the potential for rapid recovery.
- Consider opportunities in areas like the IWM, unprofitable tech, uranium, and digital assets, which are showing signs of renewed interest.
Bubble in Quality Persists
- Despite the market correction, valuations for companies like Costco and Walmart remain high, indicating a persistent bubble.
- However, these stocks can still rally due to market dynamics, even if they are fundamentally overvalued.