Another day of relative strength in growth land - 
Got trolled for being cautious in late 2021 and recently, got trolled for suggesting that growth stocks might show relative strength and bottom before the indices!
Not sure whether growth stocks have bottomed or not but they are showing relative strength.
Weekly DCA way to go!
Not sure whether growth stocks have bottomed or not but they are showing relative strength.
Weekly DCA way to go!
As the economy slows down in H1 2022, the recurring revenue companies with durable growth are likely to shine again...
When the near-term prospects of most businesses become murky, investors should flock to the safety and predictability of the recurring revenue compounders.
When the near-term prospects of most businesses become murky, investors should flock to the safety and predictability of the recurring revenue compounders.
Still of the view that the final leg down in the indices is ahead of us....after this bounce has run its course, we are likely to see ~15% decline in $NDX $SPX
During the final flush, growth stocks likely to come under pressure but it'll be constructive if they decline less.
During the final flush, growth stocks likely to come under pressure but it'll be constructive if they decline less.
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