Yen pairs took a pause for breath after their morning drop but are on the fritz again.
USD, GBP & EUR vs JPY
The majors are catching the cold with both cable and the euro now heading back towards session lows.
USDJPY is now under the old resistance level we were looking at after the NFP report. Look for that to become resistance again if we're to hold this move south.
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NVDA's 37 P/E is cheap given 65% growth. AMZN's 31 P/E near lows. AAPL's 32 P/E reemerges.
Berkshire's 9 core holdings, incl. AAPL (31x P/E) & AXP (18x P/E), anchor its $320B portfolio. Itochu (low EV/EBITDA) shines.
JNJ's steady growth & reliable dividend vs. PFE's high yield & lower P/E, but revenue concerns linger.
US states like NY & CA lead EU economies in GDP per capita, but US poverty is higher.
VOO offers 14.4% CAGR, low 0.03% fees, broad diversification vs. VUG's higher growth/risk.
Micron's AI-driven surge targets $700, but cyclical risks loom. P/E of 7 offers upside.
India's quick commerce sees 25%+ order growth, but profitability's pressured by deep discounts & competition.
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