Everyone is confused, literally
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Very high debt. Inflation fears. Longterm unemployment high.
For me its clear where we are heading midterm.
I think given the nature of how certain stocks have ran, ie companyβs with little revenue and high multiples itβll be a correction rather than a crash.
Outside of my indexes Iβve been picking up some more Facebook and the like. That may sound odd, but they have reasonable growth forecasts and a long long runway ahead of them at sensible multiples.
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Yeah I think actually the biggest companies that generate great cash flow and profits will do ok, its the tech/growth companies which are not profitable and needing to borrow lots that will struggle.
With that in mind I am looking to add more MSFT with maybe some AMZN and AAPL too.
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