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This is the start of a broader decline. If you must be in the market, maybe go into big tech, which lacks balance sheet and lending concerns, but there will be growth concerns. He isn't buying anything at all, but is preserving capital. Cash.

Tech is merely a momentum trade and won't last. That's why he bought Google this week, and he will keep some of it long-term. Three years from now, stocks will be higher than where they are now. Tech fundamentals no better today than last week. 

FedEx still missed revenues. The best thing that happened to UPS was FedEx kicking Amazon out, because they no longer playinng against one another one in terms of pricing. GXO is completely different from FedEx. GXO is a cost-plus or take-or-pay business with inflation escalators. GXO has 6% of the 3rd-party logistics business globally and are the largest independent amid more outsourcing. GXO will be fine and will trade with market, outperforming UPS or FedEx.

Undeserved despite being a quality company with good managers. Is capital-intensive with a free cash flow yield of 2%. Ridiculous EBITDA. The price target rose today is also ridiculous, a game that analysts play because NVDA topped their last price target.

Likes it long term. They will reveal data on a personalized cancer vaccine coming up. But short term it's volatile, anybody's guess.

Yes, valuations are high, but he owns Apple, MSFT, Google and Meta because they have catalysts to grow, high cash flows and moats. That's why investors are chasing them in this low-growth, unstable market. You must be there, but watch valuations too.

Won't buy it, because it's capital intensive. In semis, own the equipment manufacturers. The sector has done great, sure, but be cautious on valuations.

Is sticking with it. Trades at a 20% discount to [inaudible].

There's decent risk/reward in bonds, in which she has been adding instead of large-cap stocks. That said, there are still opportunities in stocks, but wait till next week's Fed meeting. There could be a loss in consumption coming.

Owns UPS instead, and it's good that FedEx that both are focusing on profitability. She prefers UPS for having more density in its ground business and more tied to e-commerce which will remain strong. UPS is exposed to Amazon, which some feel is a risk, but she doesn't anymore, because Amazon can't invest more in infrastructure anymore.

Owns UPS instead, and it's good that FedEx that both are focusing on profitability. She prefers UPS for having more density in its ground business and more tied to e-commerce which will remain strong. UPS is exposed to Amazon, which some feel is a risk, but she doesn't anymore, because Amazon can't invest more in infrastructure anymore.

A super growth story. Incredible move higher this year. Has the best long-term growth among semis, but this year will see a lot of volatility. Don't add given the valuation too.

A quality insurer and leads the industry in margins. It's pulled back enough this year that you can add a little now, but there are other defensive names like JNJ to consider too.

Has pulled back a lot this year. Inexpensive and defensive.

It's the disinflation formation: 2-year below 4%, commodities leading down as the Nasdaq outperforms the other indices. This week has cracked investor confidence. The reality is nobody is making money this year. The year started being long commodities and financials and those are not working. This will lead to less liquidity in the market, because investors will pull back their cash into there is clarity.