Jerome Powell, which way do we GO?

Everyone is confused, literally


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 company’s with little revenue and high multiples it’ll be a correction rather than a crash.

Outside of my indexes I’ve 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.


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.