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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Madharry who wrote (71741)12/27/2022 10:47:45 PM
From: Iron Mick  Read Replies (1) | Respond to of 78958
 
Important to note that monetary policy has a lag effect of 12-18 months. Fed just began raising rates this year and has taken them from 0.08% to >4% in less than a year.

I would be very hesitant to hold any tech stocks going into Q2/Q3 2023 as the impact from fed will be felt by then.

Profit margins should begin to be compressed as the first tell.