in terms of how we're going to be purchasing things, brick and mortar is an opportunity. … I think this is where investors need to be. I think companies like Facebook, that becomes challenging, companies like Zoom. So, this fraction of the marketplace I think creates an opportunity and I would see this recent pullback ultimately as an opportunity to own some of these bigger names."
"There's been massive outperformance, no doubt, and obviously a lot of skeptics throughout the rally, but I view it as if you look in this environment, a lot of these growth stories have been accelerated by two to three years in terms of what we're seeing today. Now, there's a digestion process in terms of the valuation, especially in some of the work-from-home names and some of the large-cap tech names.
"You also had some mindset around just the tech sector without that natural buyer into the marketplace. So, I think it's fundamental here. But, look, I think the work-from-home situation and the drive to technology delivery, I think we're just in a new investment cycle. I see nothing but blue skies going forward."
"I would say that there are some really significant sources out there of fundamental uncertainty, of fundamental volatility looking into the fall: obviously, a lot of restarts around schools, the economy more broadly, risks around theas that happens, risks around U.S. fiscal policy and the support there, risks around the U.S. election over the coming eight weeks.
TradingNation Got a feeling this ran out of runway, and the next rally will be in crypto. Got Bitcoin?
TradingNation Overdone. I would be a buyer right now
TradingNation Gold Shortages are upon us. Buy your bullion now..and gold and silver stocks. Free cash flow for these companies is what Warren Buffett saw in Barrick. Buy now. It's coming!!! Sandstorm Gold is making SO much $$ at $1700 gold!!!
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