Also:
- Cannot say yet Japan has escaped from deflation
Comments from Etsuro Honda
Also:
Comments from Etsuro Honda
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Tech ETF down 16% offers a discount. Diversified holdings mitigate risk, aiming for long-term recovery.
Kyndryl's 58% drop & negative ROIC signal risk despite cheap P/E. Avoid.
S&P 500's 28x P/E looks frothy. VXUS offers global diversification at 18x P/E, with 15.9% avg. earnings growth.
Lindblad Expeditions' 42.5% rally may be over. Stretched valuation (123.6x P/E) & slowing revenue growth signal caution.
TSLA dips 4% on Q1 deliveries missing estimates. Down nearly 20% YTD, focus shifts to AI.
Amazon eyes Globalstar ($8.8B mkt cap) for satellite expansion, facing Apple's 20% stake.
AI & tariffs hit young grads hard. Comp Eng & CS now see 7%+ unemployment, impacting ROI.
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