44 min listen
Matterport, Opendoor (and More!) Are Ready for a Mega Rally in 2023 and Beyond
Matterport, Opendoor (and More!) Are Ready for a Mega Rally in 2023 and Beyond
ratings:
Length:
65 minutes
Released:
Nov 16, 2022
Format:
Podcast episode
Description
With inflation starting to turn the corner, 2022’s pain is about to turn into 2023’s gain!And it’s not just inflation; Every single metric that turned this market into a bear market is now flashing indicators that the tide is turning yet again. Recall that in 2022, we’ve dealt with rising inflation, an increasingly aggressive Fed, rising Treasury yields, and shrinking corporate profit margins. In 2023, we’re getting just the opposite on all fronts. Inflation is turning to disinflation. Our overheated labor market is cooling down as corporations lay off employees and expand their operating leverage. We’re sympathetic to the employees caught in the crossfire here. But in that environment, the Fed will have to pivot dovish, ultimately creating the sort of conditions that allow growth stocks (and the consumer) to thrive.Which is why we’re incredibly bullish on a massive rally materializing in 2023. So, when it comes to investing, what’s going to work? And maybe more importantly, what’s not?All the trends that were pertinent here in 2022 will reverse course as we head into 2023. Headwinds will become tailwinds, and vice versa. By that same token, what worked in financial markets will reverse course, too – and crash.So, what worked exceptionally well in 2022? Energy, oil, commodities. We think they’re going to crash in ’23. (In fact, this past quarter’s 13F filings show that hedge funds are cashing out on oil. Follow the smart money before those energy trades fizzle.) Similarly, we’re confident bonds will excel over the coming year. As inflation continues to cool and the Fed pivots dovish, yields will collapse – and long bonds will prove a great strategy.In 2022, soaring interest rates have caused the housing market to nosedive. It reasons that a dovish Fed and stabilizing (or falling) rates in ’23 will turn the tide for housing, and those stocks will rebound. And don’t forget to add those high-quality tech stocks to your portfolio. Hot inflation permeated the markets this year and put a chokehold on tech. As it’s stamped out, investors will regain their excitement for innovation, and tech stocks will take to the skies once again.COVID’s emergence in March 2020 kickstarted years of pandemic-related burdens on the markets. But in 2023, we’ll finally enter a new era of market expansion. It should be the start of a great decade for growth.?Timestamps?00:00:00 - Intro00:02:35 - The New Bull Market00:22:05 - The FTX Effect00:28:04 - Best Stocks for 202300:36:02 - EV Quantum Leap00:41:18 - Metaverse Done Right00:42:55 - Smart Money Buys00:47:40 - Fan Questions!?Join Luke's Free Newsletter: https://signup.investorplace.com/?cid=MKT502688&eid=MKT612161?Visit Our Website: https://investorplace.com/hypergrowthinvesting/? Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1#bullmarket #Stockstobuy #tech #mttr #open #stocks
Released:
Nov 16, 2022
Format:
Podcast episode
Titles in the series (65)
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