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


To: E_K_S who wrote (76263)10/1/2024 2:36:00 PM
From: Ccube  Read Replies (4) | Respond to of 78476
 
UNFI
Glad I doubled down. Now.
Only problem is what to do ... Hold or Sell (I'm thinking Hold till at least $25 or early next year)

Same problem with BABA.... looks like China is pumping liquidity into their markets. So I'm almost tempted to chase here. On the other hand I have sold BABA at $120 before and probably will unload my shares at that price. (it failed there at least 3 times that I can remember in last 3-4 years)

Michael Howell would say..... liquidity is rising around the world. almost all central banks are easing..... except for Japan. So that should be good for equities and assets.
Seems like we are in perpetual asset bubble cycle now because of all the debt (and the refinancing that goes with it ..... forcing central banks to be forever in easing mode).