Upside/downside tug of war

27 de mar. de 2024 · 37m 1s

Descripción

Amrita Roy, https://seekingalpha.com/author/amrita-roy?source=ie_podcast:upside_downside_tug_of_war, joins https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:upside_downside_tug_of_war to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on https://seekingalpha.com/symbol/TLT?source=ie_podcast:upside_downside_tug_of_war (6:15). Macro...

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Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40).

Show Notes:
GitLab Presents A Great Buying Opportunity Post Earnings Sell-Off (Rating Upgrade)Pinterest: A Great Dip-Buying Opportunity Amidst Strong Fundamentals
Zscaler: Stronger Margins And Wider Enterprise Adoption Will Drive Sustainable Gains In Market Share

Episode transcripts with comments

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Información

Autor	Seeking Alpha
Organización	Seeking Alpha
Página web	seekingalpha.com
Etiquetas	#cyber #gitlab #investing #investments #macro #pinterest #portfolio #security #stockmarket #stocks #zscaler