) are in flux after faced with a large sell-off on Monday, a small rebound on Tuesday, and closing Wednesday's session lower. Is this roller coaster just a symptom of short-term volatility or is there more to come?
So, you know, ultimately this is an environment that's really been liquidity driven and, and so that often presents opportunities for patient investors. So, you know, that being said, we also think that in a in a real income basis again, net of inflation, which is coming down to some extent that consumers are still in a decent spots.Number two, is that corporate Capex and that corporate Capex cycle is, is gonna also remain intact clearly.But you know, the spend that we're seeing in terms of productivity centered in, in areas like cyber like big data uh and other considerations, we think that continues.
So we're all aware of what's happening in office buildings, we're all aware of what's happening within multi family.But the fact that that reeds are really hanging in there again, they have a uh an income component.So we're not saying get overly aggressive, we would be more concerned if reeds were selling off if credit was selling off, they're not, they're really hang in there quite well.Palantir to deploy AI products on Microsoft Azure for U.S.
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Fonte: YahooFinanceCA - 🏆 47. / 63 Leggi di più »
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