MSFT - Chris DeMuth's State Of The Markets January 2023
Summary
- ATVI update.
- Meme stocks roaring back.
- Why energy stocks will continue to perform well.
Chapters
- 0:00 Intro
- 2:15 What's on Chris's mind
- 5:20 Quick hits on ATVI , SPB , and SJR
- 15:00 More on MSFT 's ATVI deal
- 24:30 Meme stocks are back!
- 30:00 Continued discussion on AMC / APE
- 37:00 Shareholder discounts and WE 's discounted desks
- 39:30 Energy stock performance versus energy prices over the past year
- 44:20 Why the world seems structurally short every commodity
For further details see:
Chris DeMuth's State Of The Markets January 2023