SUMMARY
Amazon’s1 recent results seemingly offer a confirmation of the current state of the US economy. But significant selloffs among industry leaders provide rare opportunities to add exposures at more reasonable valuations.
Amazon’s1 recent results seemingly offer a confirmation of the current state of the US economy. But significant selloffs among industry leaders provide rare opportunities to add exposures at more reasonable valuations.
surprisedecline in GDP as an aberration. We are not. It is consistent with Amazon’s results.
peak ratesmay not coincide with a bottom in the shares of innovative leaders, we can foresee an opportune time to begin accumulating positions in secular growth leaders in the not-too-distant future.