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Outbreaks And Tech Melt-Ups
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WEC and GOOGL trade at roughly the same valuation (ex cash etc). Which would I buy? An innovative cash cow that has a maturing existing business or a mature slow growth utility? Simple example but that is why tech is outperforming.
Anyone notice AMZN still below highs and their massive AWS spending??????
Going to be an interesting year………
AWS advertising spending
10yrs are 1.77 yet inflation is supposedly running a little higher. Negative real rate before taxes. So theoretically the market may expect subdued future inflation (of course the market is distorted by the Fed).
Stocks not pricing in less pricing power.
Everything is expensive in absolute terms (very different vs 99 when value in non tech was existent).
Growth is hard to find outside of tech for the most part.
Wonder why tech goes up every day?