
Thursday Jul 06, 2023
Tech Follow Up and Value Investing Intro (audio)
Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer. The summer malaise. This is an opportunity to do some homework. The markets are still in good shape YTD. Also discuss the energy sector - specifically oil. The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector. Buying opportunity? Lastly, discuss different metrics used for trading vs. investing.
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