Latest Stock Buy or Sell?

Educational Segment. Today, inflation outlook is different than in the past. We see a 25 year trend of the 10-year US interest rates is now below the inflation rate. There will be less globalization, more inflation so there will be less profits. Investors need to get boring. For the next few years, maybe tech isn't the place to be. Look for value stocks.

Offers good value in the EV space, relative to Tesla. You are paying insane earnings expectations for Tesla. NIO is one of the best plays right now. Got an upgrade today. Chinese ADR risk is starting to lift, so there will be more interest coming in.

Fixed assets. If interest rates are being challenged and real yields are negative, then all fixed assets are affected. Private credit could be a good solution for a lot of people, although it is illiquid, it gives good yield.

There is more value in emerging markets. However, you have currency risks too. Emerging markets are compelling for growth. It is a more difficult asset class, like the Russia exposure that is now valued at $0. It might pay to have an active manager that selects individual stocks.

Hasn't been a growth story. When an insurance company writes an insurance policy, they have a long term liability. They need to earn a rate of return. 5-6 years, there hasn't been growth. Likes it and owns it below $20-$25. Does not want to own it around $30.

A strategy that writes puts on stocks they want to own at lower prices and extracts yield. When they own a stock, they write a call long term. This produces around 6% yield.

Likes medical devices and health area as society ages. Would buy during a correcting. US and Europe have good healthcare stocks.