The Razor’s Edge
The Razor’s Edge
Shortman Studios
The Razor's Edge #5: Trading In A Surprisingly Choppy 2020 Market
1 hour 16 minutes Posted Jan 9, 2020 at 9:00 am.
minute mark Setting the scene on this market
The whiplash effect and how this affects relative valuation
Is long term investing in trouble?
ZOOM, WORK, DBX as long-term examples of this phenomenon
Finding the right pair trade... harder in this market?
The general risk climate in the market
Apple (AAPL) and 5G
Given the issues, how are you going to trade for the year?
Streaming vs. SaaS in terms of valuation
Will there be a rush back into growth stocks in 2020?
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Show notes
The market has seemed to be on an up and to the right path, but underneath there's been a surprising amount of churn. Large-cap growth stocks especially have moved suddenly on unclear reasoning, moves that seem skittish amidst a bull market. This may just be a sign of late-cycle behavior, or it may be a source of opportunity for the nimbly patient investor. We discuss several tech stocks and provide examples of what is going on.
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