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Alphabet:Position Changes: Difference between revisions
→2023 February 3
Tags: Mobile edit Mobile web edit |
Tags: Mobile edit Mobile web edit |
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* Market Sentiment seems too positive at the moment. E.g. 2 Year yields at little over 4% seem too low. As the labor market stays strong we expect higher interest rates for longer. | * Market Sentiment seems too positive at the moment. E.g. 2 Year yields at little over 4% seem too low. As the labor market stays strong we expect higher interest rates for longer. | ||
* Restructuring charges are still to come. | * Restructuring charges are still to come. | ||
* There might be a narrative flip against Alphabet at one point e.g. if competitive dangers gain traction. | * There might be a narrative flip against Alphabet at one point e.g. if competitive dangers gain traction and eps seems more ugly. | ||
* There might be a better buying opportunity in the $60-$80 range. | * There might be a better buying opportunity in the $60-$80 range. | ||
=== Opinions === | === Opinions/Additional Arguments === | ||