SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: petal who wrote (72222)1/30/2023 10:09:52 PM
From: Madharry  Respond to of 78476
 
I suspect that money manager as we know them may go the way of the telephone booth in about 10 years. robo investing with ai should pretty much take over

there was an interesting interview with JIm Chanos a long time short seller. He flat out said he tried to be more or less market neutral. so he will be long spy and qqq and short the stocks he hates.

Chanos points out that historically in a recession the bottom has never been lower than 14 times peak earnings. I think I only own one or two stocks that sell for more than 14 times earnings- Google and an oil services company.

It will be very interesting to hear what the other semiconductors like amd have to report and guide as well as google and amazon. my prediction is that the fed raises 25 points. remain vigilant about curbing inflation but say they will continue to be data dependent bla bla bla.

.