10baggerbamm :
two days of economic numbers that show the economy is strong which means inflation is sticky which means the feds probably not going to cut rates in June which means we're probably not going to have three cuts this year maybe two maybe one some are saying none. the two year and 10-year treasury are up significantly when rates rise stocks will die.. as the saying goes. yesterday so Excel was 49 today it's 44 and a half if we have one more day of this thing like go down to 42 and I'm back in the truck up simple as that.. chip companies for the most part are debt-free or cash generating machines they are not interest rate sensitive like small cap companies they are not subject to the trillion dollars worth of commercial loans that have to be refinanced so at the end of the day if you have to own a basket of stocks and you want something with double-digit growth this is where you have to be
10baggerbamm : two days of economic numbers that show the economy is strong which means inflation is sticky which means the feds probably not going to cut rates in June which means we're probably not going to have three cuts this year maybe two maybe one some are saying none. the two year and 10-year treasury are up significantly when rates rise stocks will die.. as the saying goes. yesterday so Excel was 49 today it's 44 and a half if we have one more day of this thing like go down to 42 and I'm back in the truck up simple as that.. chip companies for the most part are debt-free or cash generating machines they are not interest rate sensitive like small cap companies they are not subject to the trillion dollars worth of commercial loans that have to be refinanced so at the end of the day if you have to own a basket of stocks and you want something with double-digit growth this is where you have to be