Cov khoom lag luam tseem pheej yig dua, txawm tias piv rau dot-com npuas. Tab sis koj tseem tuaj yeem pom cov xaiv zoo hauv 2 ntu no.

Nyeem: Phab ntsa Street cov khoom lag luam kev kwv yees rau xyoo 2022 tau tawm los ntawm qhov dav tshaj plaws txij li xyoo 2008: Puas yog xyoo tom ntej yuav txawv?

Rau tag nrho cov kev sib tsoo qis ntawm lub khw no, nws tseem tsis tau pheej yig, raws li Michael O'Rourke, tus thawj coj ntawm JonesTrading, ceeb toom peb. Nws sau tseg tias S&P 500
SPX,
-1.45%
kev ua lag luam cap rau GDP tau poob mus rau 129% los ntawm 180% yuav luag ib xyoos dhau los, ua tsaug rau tech-coj rub rov qab.

"Qhov ntawd yog qhov kev kho tseem ceeb, tab sis nws kuj yog 6.7% tus nqi them rau 2000 npuas thiab 50% tus nqi them rau peb lub xyoo nruab nrab," hais tias tus kws tshaj lij uas qhia cov tub ua lag luam kom saib qhov no los ntsuas qhov nqi ntawm lub khw no.

Yog li cov tub ua lag luam tau mus rau xyoo 2023 nrog cov txiaj ntsig tau kho, tab sis tsis yog kev lag luam supercheap. Hauv luv luv, kev pheej hmoo txaus ntshai tseem tsis zoo, thiab "cov thawj coj tab tom nrhiav huab cua cua daj cua dub ntau dua li siv qhov muaj peev xwm alpha," sau tseg Mark Ritchie II, tus thawj coj peev ntawm RTM Capital Advisors thiab tus tub ntawm cov neeg ua lag luam legendary los ntawm tib lub npe. .

Tab sis rau cov tub ua lag luam uas tsis ntshai yam tsawg kawg saib qhov twg cov txiaj ntsig ntxiv hauv kev ua lag luam no tuaj yeem los ntawm, Ritchie muab ob peb txoj haujlwm thiab cov tswv yim peev los saib hauv peb. hu nruab hnub, los ntawm kev xam phaj nws tau muab rau Lub Zeem Muag nyuam qhuav pib lub lim tiam no.

Thawj yog hnub ci, me me, niche ib feem ntawm kev ua lag luam uas nws sau tseg tau tuav zoo nyob rau hauv txoj kab nrog cov nqi hluav taws xob. "Yog tias koj saib cov npe tseem ceeb hauv pab pawg ntawd, muaj qee qhov uas tau txais nyiaj tiag tiag thiab muag, cov no tuaj yeem ua rau tawg mus ntxiv," Richie hais.

Nws kuj tseem khaws qhov muag ze ntawm biotechs, txawm hais tias sau tseg tias nws yog cov khoom lag luam xaiv ntau dua vim qee qhov ntawm cov haujlwm tsis ua lag luam zoo. "Tab sis muaj qee cov khoom lag luam tshwj xeeb uas ua lag luam zoo heev. Kuv xav tias koj xav mus saib muaj peev xwm, "nws hais.

Thaum ob thaj chaw no muaj kev pheej hmoo, Ritchie tau hais tias nws yuav poob rau hauv lawv dua yog tias lawv khaws cia txheeb ze rau kev ua lag luam. "Thiab yog tias koj saib tshwj xeeb ntawm biotechs uas ua tau zoo, lawv txhua tus poob qis," nws hais.

Ntawm qhov ntawd, nws hais ntau dua li khaws ETFs, xws li SPDR S&P Biotech ETF
XWB,
+ 0.29%,
cov tub ua lag luam yuav tsum saib cov tuam txhab hauv lub hau loj dua uas tau tuav zoo - Biogen
PIB,
-2.18%,
Regeneron
REGN,
-0.35%,
Kile-a
Tsiaj,
+ 0.01%
thiab Eli Lilly
LLY,
-0.73%,
mus rau npe rau ob peb tug.

"Tab sis kuv tsuas yog xav hais tias, saib ib qho ntawm cov biotechs uas muaj qhov sib txheeb siab tshaj plaws, lub ntsiab lus txheeb ze rau tag nrho kev ua lag luam, lossis ib qho ntawm cov uas muaj feem cuam tshuam lossis ua lag luam nyob ze 52 lub lis piam siab," Ritchie hais.

Hauv pab pawg hnub ci, Thawj Hnub Ci
FSLR,
-3.19%
thiab Enphase
NPE,
-5.75%
yog ob lub tuam txhab uas nws sau tseg kuj tau tuav zoo.

Cov kev lag luam

stocks
DJIA,
-1.05%
 
SPX,
-1.45%
 
COMP,
-2.18%
yog xa rov qab cov ntaub ntawv, nrog daim ntawv cog lus yields
TUBMUSD 10Y,
3.710%
 
TUBMUSD 02Y,
4.284%
sib xyaw thiab duas
DXY,
-0.16%
siab dua. Cov nqi roj
CL.1,
+ 2.31%
 
BRN00,
+ 1.86%
muaj pared gains. Hang Seng
TSSI,
-0.44%
raug nqi siab dua, noj ib qho cue los ntawm Wall Street qhov kev sib tham zoo.

Yog xav paub ntxiv txog kev lag luam hloov tshiab ntxiv rau cov tswv yim ua lag luam ua lag luam rau cov khoom lag luam, kev xaiv thiab crypto, sau npe rau MarketDiem los ntawm Investor's Business Daily.

Lub buzz

Peb lub hlis twg GDP tau hloov kho kom muaj zog dua li qhov kev cia siab 3.2%, w hile cov neeg thov nyiaj poob haujlwm txhua lub lim tiam tau qis dua qhov xav tau ntawm 216,000. Tseem yuav los tom ntej yog cov cim qhia ntawm 10 teev sawv ntxov

Cov lag luam ntawm AMC Kev Lom Zem
CMA,
-7.36%
poob 20.6% mus rau 22-lub hlis qis, tom qab tus neeg ua yeeb yam ua yeeb yam tshaj tawm txog $ 110 lab kev nqis peev peev nce thiab npaj rau 1-rau-10 thim rov qab faib ntawm nws cov khoom lag luam..

CarMax khoom
KWM,
-3.66%
yog tumbling tom qab siv tsheb muag khoom qhia kev poob siab, hais tias kev nce nqi thiab cov paj laum ntau dua tau ua rau "kev nyuaj rau kev them nqi tsheb."

Shares ntawm Lexicon Pharmaceuticals
LXRX,
+ 2.63%
yog tumbling tom qab kev poob siab Theem 2 txoj kev tshawb fawb txog kev kho mob shingles teeb meem.

Micron Technology shares
MU,
-3.44%
ua ntej lub cim xeeb nti tsim tau tshaj tawm cov phiaj xwm txiav cov haujlwm thiab cov nuj nqis tom qab tshaj tawm qhov poob thiab qhov xav tau tsis muaj zog.

Ob tug qub FTX thiab Alameda Research thawj coj thov txim rau kev dag lig Wednesday, tib hnub ntawd FTX co-founder thiab qub CEO Sam Bankman-Fried tau raug xa rov qab mus rau Asmeskas kom raug foob.

Delta
DAL,
-2.23%,
American
UA,
-3.61%,
United
UA,
-1.85%
thiab lwm lub dav hlau txuas ntxiv tshem tawm kev ya davhlau raws li "pob zeb tawg" cua daj cua dub ua rau muaj kev puas tsuaj thoob plaws hauv Asmeskas

Qhov zoo tshaj plaws ntawm lub vev xaib

Daim ntawv tshaj tawm tshiab Philadelphia Fed tau txhawb nqa Tucker Carlson kev koom tes. Nov yog qhov tsab ntawv ceeb toom hais thiab nws txhais li cas

Sab saum toj lub zog keeb kwm hais tias cov nqi roj tuaj yeem siab tshaj $ 100 ib chim hauv 2023, nyob ntawm 3 yam (yuav tsum subscription)

Tsuas yog peb cov qoob loo muab 50% ntawm lub ntiaj teb calories. Thaum muaj kev poob siab, lawv raug mob.

Daim phiaj qhia

Daim duab qhia hnub no los ntawm Jesse Felder, tus tsim ntawm Felder Investment Research thiab blogger ntawm Lub Felder Report, uas tshawb nrhiav seb puas muaj "kev hloov pauv loj dua" raws li 60/40 cov ntaub ntawv tau coj los ntawm lub puab tsaig xyoo no.

30-xyoo keeb kwm ntawm Sprott Lub Cev Kub thiab Nyiaj Trust
CEF,
-2.04%
mus rau Vanguard Balanced Index Fund
VBINX,
-0.89%,
Felder sau hais tias "qhia tau tias muaj qee lub sijhawm kom muaj cov hlau muaj txiaj ntsig thiab tom qab ntawd muaj sijhawm kom muaj cov khoom lag luam thiab cov ntawv cog lus," Felder sau.

Nws hais tias qhov piv txwv yog rov qab los ntawm nws qhov nruab nrab 36-lub hlis nrog rau kev tawg tawm ntawm qhov kev poob qis dua kaum xyoo. "Yog tias qhov no yog, qhov tseeb, qhia txog lwm qhov kev hloov pauv tseem ceeb, peb yuav tsum cia siab tias cov hlau muaj txiaj ntsig zoo dua cov khoom lag luam thiab cov ntawv cog lus rau lub sijhawm txuas ntxiv, tej zaum rau kaum xyoo tom ntej lossis yog li ntawd," Felder hais.

Cov tickers

Cov no yog cov neeg tshawb nrhiav saum toj kawg nkaus ntawm MarketWatcha thaum 6 teev sawv ntxov Eastern:

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California aub ploj lawm ntau tshaj ib xyoos mus tsev rau Christmas tom qab tig mus ciaj sia thiab zoo nyob rau hauv Kansas.

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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.

Mloog tus Cov Tswv Yim Tshiab Zoo Tshaj Plaws hauv Nyiaj podcast nrog MarketWatch tus neeg sau xov xwm Charles Passy thiab tus kws sau nyiaj txiag Stephanie Kelton.