Latest Stock Buy or Sell?

He remains optimistic and still sees a soft landing, based on revenue and employment data while the supply chain is a little better domestically. He sees no recession. He doesn't know if we've hit bottom, but there are interesting buying opportunities. Buy some. You won't make money in bonds. He expects 50 then 25 basis points higher by the Fed. We'll learn to live with Covid. The underlying economy remains strong.

Offers diversity and less risk in foreign exchange. This holds productivity tools like Docusign that every business everywhere will be using for their business with customers. This won't change. Yes, it's volatile, but even Cathy Wood's ARKK is up this week.

The USD has had a fantastic run, so why not buy these European companies that have so much of their sales in the U.S. You get them at a discount now, so they'll have the wind at their banks for the Euro and Swiss franc turn around against the dollar. He predicts a 5% lift in forex in the next 6-8 months. These companies have great balance sheets and cash in sectors that are global.

The USD has had a fantastic run, so why not buy these European companies that have so much of their sales in the U.S. You get them at a discount now, so they'll have the wind at their banks for the Euro and Swiss franc turn around against the dollar. He predicts a 5% lift in forex in the next 6-8 months. These companies have great balance sheets and cash in sectors that are global.

The USD has had a fantastic run, so why not buy these European companies that have so much of their sales in the U.S. You get them at a discount now, so they'll have the wind at their banks for the Euro and Swiss franc turn around against the dollar. He predicts a 5% lift in forex in the next 6-8 months. These companies have great balance sheets and cash in sectors that are global.

Zoetis is new to him. They are in pet health across many species. He met management and was impressed. Pets are recession-proof sector. Americans own 110 million cats--who knew? Fascinating company.

Still owns it after being crushed by the crypto crash. He's taking a long-term view on it. What else can he do? Has not added to it recently.