UPST - When Savvy Players Are Buying Big Stakes Or Whole Companies Should We Still Believe The Bears? No...
- I quickly review all the acquisitions and big investments from some very savvy players.
- I also talk about the chip shortage being a bit less short which in turn is helping with more products being manufactured.
- With the consumer still strong and the stock market performing its main function - the acquisition of companies - how can there be talk of recession or even stagflation.
- While I will use this activity as an encouragement to add to my tech, I still want to build up my Oil and Gas names. They tend to stay up even when tech sells off. I like to hedge like function and the opportunity for alpha.
For further details see:
When Savvy Players Are Buying Big Stakes Or Whole Companies, Should We Still Believe The Bears? No...