#USMarket Buying Opportunity, #USeconomy remains resilient. * No #Recession; #Valuations increasingly attractive. * More #IPOs hit market. Far removed from 2000 #TechBubble (see table). #ginsglobal #anthonyginsberg #hanetf #lisasegall #etfs #investing #indexing
CEO - GinsGlobal Index Funds; Chair - Financial Services Network at Young Presidents Organization (YPO)
#Trump's #Tariff flexibility, #Market oversold, No US #recession, #IPOs * Recent 10% US #marketcorrection offers buying opportunties as P/E #valuations attractive. * #Trump announces #tariff flexibility ahead of April 2nd deadline. * #Fed's Powell keen to lower #interestrates twice in 2025 - #Fedput positive for markets. * Resilient #USeconomy, talk of #recession way overdone. * Positive #UShousing sales, while recent weaker #retailsales likely due to bad #winter weather. * #Stockmarket finding a bottom - #SP500 ended 4 consecutive weeks of declines. * S&P 500 gained 0.5% for the week, #Nasdaq 0.2% & #Dow up 1.2%. * #Diversification & #equalweight #indices rewarded - away from #Mag7 & narrow plays. * #Meta (Facebook) the only Magnificent7 stock up in 2025. * #Tesla the worst performer, shares down 40%+. * #IPOs plus M&A activity rising - #GoogleCloud buying #Wiz cybersecurity for $32bn. * #IPOs planned for #CoreWeave next week, plus #Klarna, buy now, pay later loans, Hinge Health, digital #physicaltherapy services etc. * #StubHub ticket service also planning IPO. * Betting against #USeconomy & corporate earnings, historically very bad trade. * #SP500 P/E in low 20s. Our #TechMegatrend #ETF 120 holdings average PE below 19X. * #Inexpensive buying opportunities accessing leading #growthcompanies in #Robotics #AI #Cybersec #Cloud etc. Fundamentals remain strong. * Not 2000 #Techbubble when many PEs soared >100X (see Table) Even #Mag7's PE far lower, averaging ~40X. #ginsglobal #anthonyginsberg #globalinvesting #lisasegall #hanetf #hectormcneil #indexfunds #indexing #indices #indexes #etfs #bigtech #etfinvesting #stockinvesting #equities #diversification #passiveinvesting #techdisruption #SOCIALMEDIA #4thindustrialrevolution #techinnovation #dowjones #techinvesting #techmegatrends #stockmarket #globalinvesting #4thindustrialrevolution #megatrends
