Nws yog lub sijhawm zoo kom tau txais qhov kev xav ntawm kev lag luam tsis ntev los no los ntawm cov neeg ua lag luam legendary Bill Miller, uas yeej S&P 500.
SPX,
rau 15 xyoo ua ke thiab tau pom ib lub voj voog lossis ob.
Miller sau hais tias "Tsis muaj leej twg paub tias kev tsov rog hauv Ukraine yuav kav ntev npaum li cas lossis nws qhov txiaj ntsig yuav zoo li cas," nyob rau hauv nws qhov tseeb kev lag luam foundations. "Tsis muaj leej twg paub tias kev nce nqi siab npaum li cas yuav mus lossis thaum twg nws yuav pib txo qis. Tsis muaj leej twg paub yog tias cov nqi roj yuav nyob dua $ 100 lossis pib poob lossis txawm tias ob npaug ntawm no. Tsis muaj leej twg paub ntau npaum li cas Tsoom Fwv Teb Chaws Reserve yuav nce tus nqi lossis cuam tshuam dab tsi, yog tias muaj, txo nws daim ntawv tshuav nyiaj yuav muaj rau kev lag luam. "
Miller tau hais txog qhov kev hloov pauv ntawm kev xav rau ntau yam: "kev ua lag luam cov lus pom zoo los ntawm cov neeg ua haujlwm hauv Suav teb, suav nrog kev pom zoo thiab txo qis Fed tus nqi nce ntawm 25 lub hauv paus ntsiab lus thiab qee qhov kev cia siab ntawm kev vam meej rau kev sib tham hauv kev sib tham hauv Lavxias ua tsov rog ntawm Ukraine. ” Tej zaum qhov ntawd tsis ntau, tab sis muab qhov kev xav tob tob ntawm cov tub ua lag luam luv luv, nws txaus.
Miller tau hais tias muaj ntau yam txiaj ntsig zoo hauv kev ua lag luam, pib mus zuam tawm ntau yam.
Kev lag luam Asmeskas muaj zog thiab Fed uas tau pib txhawb nqa tus nqi yuav ua rau nws zoo li qhov kev hloov pauv rau tus nqi los ntawm kev loj hlob cov khoom lag luam tau pib, thaum lub zog cov khoom lag luam tsis cuam tshuam cov nqi roj hauv $ 70s, ntau dua $ 100s, nws hais. (Lub Miller Value Opportunity Fund nws koom nrog muaj Diamondback Energy
FANG,
raws li nws qhov thib peb-loj tshaj tuav thaum kawg ntawm 2021.)
Suav cov nqi ntawm cov khoom lag luam tsawg dhau lawm, tshwj xeeb tshaj yog thaum tsoomfwv tau yooj yim thiab xav pab kev lag luam. Thiab cov khoom vaj khoom tsev nrog cov txiaj ntsig hauv tus lej qis-rau-nruab nrab ib tus lej tsis "xav txog txawm tias kev txuas ntxiv me me ntawm cov peev txheej tam sim no, nws hais. (Taylor Morrison Tsev
TMHC,
yog kaum tuav hauv lub quarter thib plaub.)
Miller tau hais tias cov tuam txhab dav hlau thiab nkoj nkoj yuav tsum pom ntau xyoo ntawm kev thov muaj zog vim cov neeg siv khoom muaj txiaj ntsig zoo thiab kev lag luam ruaj khov (Norwegian Cruise Line NCLH yog lub kaum sab saum toj tuav thaum kawg ntawm 2021), thiab mega-cap tech thawj coj zoo li Amazon
AMZN,
thiab Meta Platforms
Fb,
kuj yog ntxim nyiam. Nws hais ntxiv tias saib lub pob tawb ntawm cov npe poob 50% lossis ntau dua los ntawm lawv qhov siab tshaj 52 lub lis piam "yuav yuav nthuav tawm qee qhov kev sib cog lus mus sij hawm ntev."
Daim phiaj qhia
Doug Kass, tus thawj tswj hwm ntawm Seabreeze Partners Management, hais tias muaj FAANG tshiab: F rau roj, ib qho A rau kev ua liaj ua teb, lwm qhov A rau aerospace (xws li hauv aerospace thiab tiv thaiv), N rau nuclear thiab G rau kub thiab tseem ceeb hlau.
Lub MarketWatch-ua ke nruab nrab ntawm nws cov khoom muaj nqis FAANG tshiab, sib npaug sib npaug siv cov txiaj ntsig kev lag luam nrov, yields 27% rov qab los rau 2022. Kass hais tias nws tau ntev lub GLD pauv-ua lag luam nyiaj thiab tau nqis peev hauv cov khoom lag luam hauv lwm cov haujlwm, thiab cia siab tias yuav khoom. / thov kev tsis txaus siab kom txhawb nqa cov ntsiab lus no.
Lub buzz
Thawj Tswj Hwm Joe Biden embarks rau plaub hnub mus ncig teb chaws Europe raws li sab hnub poob hnyav dua kev rau txim rau Russia, uas ua rau nws tawm tsam Ukraine.
General Mills
GIS,
tsa nws qhov muag pom tom qab ntaus cov nyiaj tau los ntawm kev cia siab. Adobe
ADBE,
Hnub Tuesday lig tshaj tawm me ntsis muaj zog tshaj li kev kwv yees cov nyiaj tau los thiab cov nyiaj tau los tab sis tau tshaj tawm cov lus qhia lub quarter tam sim no hauv qab qhov kev cia siab.
Ib tug phem puas pom lub thawv dub los ntawm Tuam Tshoj Eastern Airlines Boeing
BA,
737-800 lub dav hlau uas poob.
Microsoft
MSFT,
hais tias pawg neeg nyiag nkas LAPSUS$, uas tau sib koom cov duab ntawm infiltrating Okta
OKTA,
kuj tau mus infiltrate lub computer software giant.
Federal Reserve Chair Jerome Powell ua nws cov lus tshaj tawm thib peb hauv ib lub lis piam, lub sijhawm no ntawm Lub Tsev Haujlwm Saib Xyuas Kev Ruaj Ntseg Thoob Ntiaj Teb rau cov teeb meem tshwm sim hauv lub ntiaj teb digital. Cleveland Fed Thawj Tswj Hwm Loretta Mester lig Tuesday npaj pem hauv ntej-loading tus nqi hikes. Cov ntaub ntawv muag khoom tshiab hauv tsev yuav txog thaum 10 teev sawv ntxov Eastern.
Cov kev lag luam
Asmeskas cov khoom lag luam yav tom ntej
ES 00,
NQ 00,
taw tes rau qhov qhib rub rov qab. Cov txiaj ntsig ntawm 10-xyoo Treasury
TUBMUSD 10Y,
yog nyob ntawm 2.38%, tau nce 23 lub hauv paus ntsiab lus ntawm ob ntu dhau los. Crude-roj yav tom ntej
CL.1,
pauv siab dua $111 ib chim.
Top tickers
Ntawm no yog cov feem ntau cov khoom lag luam tickers thaum 6 teev sawv ntxov Eastern.
| Ticker | Lub npe ruaj ntseg |
| GME, | GameStop |
| CMA, | AMC Kev Lom Zem |
| TSLA, | Tesla |
| MULN, | Mullen Tsheb |
| PAB, | Alibaba |
| HYMC, | Hycroft Mining |
| AAPL, | Kua |
| CENN, | Centro Electric |
| HLOOV, | Tilray Brands |
| NVDA, | Nvidia |
Random nyeem
Ash Barty, tus poj niam ntaus pob tesniv saum toj kawg nkaus hauv ntiaj teb, retires thaum lub hnub nyoog laus ntawm 25.
Goldman Sachs CEO David Solomon tab tom noj nws cov txuj ci DJ rau Lollapalooza.
Xav paub kom paub pib thaum ntxov thiab raug kho kom txog thaum qhib lub tswb nrov, tab sis sau npe tuaj ntawm no kom nws tau xa nws ib zaug rau koj lub npov email. Lub emailed yuav xa tawm thaum txog 7: 30 teev sawv ntxov.
Xav paub ntau ntxiv rau hnub tom ntej? Sau npe rau Lub Barron Hnub, tag kis sawv ntxov piav qhia rau cov tub ua lag luam, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch sau ntawv.
Tau qhov twg los: https://www.marketwatch.com/story/investing-legend-bill-miller-says-there-are-many-good-values-in-the-market-even-after-relief-rally-11648033045? siteid=yhoof2&yptr=yahoo