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Does it not make sense to create a separate portfolio made up of equities that will benefit -- as sick as that sounds -- when an area needs to rebuild?
The selloff in Alphabet presents opportunity, and I think this cash machine is ripe for a small long position.
There is no denying that GOOGL is a giant across several competitive yet growing business lines.
And why maintaining a small position in defense stocks is important.
The real takeaway for AMZN for me, and the main reason that I am even in the name on a semi-permanent basis, is AWS.
I think the bull case begins much more so with that 30% revenue growth than with the 20 cents beat on profit.
Many see the Fed as done for the year. Never assume. Read the words as they are written.