You need to be in this space. He also owns a lot of Visa. But have pulled back recently due to momentum ETFs, and the markets shifted from momentum to value last month. The credit cards are in those ETFs. Visa and Mastercard has done very well for him, so now is a buying opportunity.
You need to be in this space. He also owns a lot of Visa. But have pulled back recently due to momentum ETFs, and the markets shifted from momentum to value last month. The credit cards are in those ETFs. Visa and Mastercard has done very well for him, so now is a buying opportunity.
He follows the streaming space closely. Roku is unique because it has several thousand apps connected to it--it's a conduit, unlike, say, Netflix. Roku is attractive not for conservative investors.
Where the Dow is going Boeing has issues. Apple is doing well. And so on. There are undercurrents in the big 30 names, price-weighted, held within the Dow. The Dow isn't perfectly constructed, but oddly enough the S&P is very correlated to the Dow. But he'd prefer to look at the S&P which holds a wider breadth of stocks so he sees what is going on in the markets.
Where the Dow is going Boeing has issues. Apple is doing well. And so on. There are undercurrents in the big 30 names, price-weighted, held within the Dow. The Dow isn't perfectly constructed, but oddly enough the S&P is very correlated to the Dow. But he'd prefer to look at the S&P which holds a wider breadth of stocks so he sees what is going on in the markets.