![]() i think it's going to be indicative of the fact that technology is not the place to, it's all slowing. > i think we're watching tesla to be incorrect and i think they're going to be - it's problematic. the most important earnings company to look at this quarterly season. maria: that's the only place we'll find growth in profits right now. maria: that's the only growth.> materials and industrials. i think the earnings from the energy sector are going to be very, very positive. i think we'll see a massive revision on scale. ![]() > technology earnings will not be what wall street thinks they're going to be. maria: what earnings release are you most interested in hearing from? > well, what i'm really interested in is in the macro side of. the acronym, it's all about a vibe, v, for value, value over and their growth rates will be double what technology is the next couple years and salve vals are still cheap. would you buy oil stocks right now? they were the winners last year. maria: look, we're seeing it throughout these industries. we've seen exxon and chevron you say we're going to scale back on our capital expenditures and speaking of capital expenditures, all businesses are cutting back on capital expenditures which is another reason why i'm concerned about the economy. the supply response a that you normally would see with higher oil prices, you're not getting it. by the way, the price of oil is above right now where it was when he first started selling of oil from the spr. maria: they're not going to be able to if republicans have their way. Dumping 40% of the strategic petroleum reserves into the market.
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