There’s going to be a lot of collateral dammage in the market in a recession, especially if it is big.
I would be clear on the fundamsntals of any tech business and its market history at this point.
We’re no where near a growth market right now.
I would be clear on the fundamsntals of any tech business and its market history at this point.
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Rising rates and slowing demand are not a good combo for small businesses.
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I think we're at an inflection point between the deflationary cycle (which began during Reagan administration) and the reflationary cycle that will be analogous to the post-WWII timing driven by new technologies (such as computers were ... back then).
I also think that inflation will ease back over the next year and that recession will be fairly mild after that for a few more years (but higher than the recent past).
So ... I'm cautiously buying stocks that have dramatic upside potential eventually. That's why I like small-cap techs in emerging industries ... even if I do not believe in the politics behind some of them (like electric vehicles and the climate change fraud).