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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (58515)	5/1/2022 8:07:31 PM
From: robert b furman	1 Recommendation Recommended By ajtj99 Respond to of 97135

Hi Jacob, That sounds like a pretty fair deal to me. In a normal market, it requires stock picking selectivity. Bull markets just require taking a position. Bear markets require having fresh cash - timing comes in there. Bob

To: Jacob Snyder who wrote (58515)	5/1/2022 8:31:53 PM
From: Lee Lichterman III	4 Recommendations Recommended By ajtj99 kimberley Lou Weed towerdog Respond to of 97135

That's because the valuations are stratospheric and perfection has been priced in. I like the stories of NVDA, QCOM, TSM, AMD, DXCM, AMZN, MSFT but they are priced for a perfect world and endless monopolistic power in their sectors. Realistically, there's always someone else with a better idea lurking that will take over eventually. AMD was a discount second to INTC, MSFT to IBM, etc. Eventually DXCM will get taken out by the new monitoring ring in development or someone else. NVDA is getting a lot of crypto mining business that may not last as proof of work coins go out of favor. Other semis are likely working on AI chips etc. Recessions, competition, world politics, laws and the rapid pace of technology advancements are making things more and more complicated. Like I've said many times here. Green energy is probably going to be a real thing in the not too distant future and it most likely won't be anything that most people are paying attention to right now. Stock valuations aren't priced for any of this yet. They are currently priced like the world is never going to be any different than right now other than they are going to sell even more in the future despite a shrinking population in many developed nations.