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I'm downgrading FDX to a 'sell' and plan to exit the name.
Like spilled milk, there is no use in crying over lost monetary opportunity that only increases economic risk at a bad time fiscally now.
China cannot be the engine that global economies have relied upon if its goals have shifted back toward pulling power away from even its own leading businesses.
We're in this name because of the CEO, Satya Nadella. We're also here because MSFT is always one step ahead.
Does the cooler core CPI print give the fiscal doves a leg up in negotiating the size and scope of whatever they'll end up passing, probably later this month?
If you like ORCL, you don't have to hurry. It's not about to take off.
The New York Fed's August Survey of Consumer Expectations could be problematic.