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Steve Eisman of Neuberger Berman said he was surprised by the magnitude of the price corrections in some technology companies last week. In his view, Pittom is not a ground-based phenomenon but is psychological in nature. build You just suddenly say you want to own something else this time. The general idea, according to investors, is that similar to moving and rotating, it happens quickly and it doesn’t end.
Eisman added that he, like the transformation, was unpredictable and therefore did not engage in trading and short-term speculation. Instead, Dr. action Divide time. AI Pakistan investor He said that according to him, his cycle was discovered at the beginning. In this context, he talked about Accenture. In his opinion, the company he worked in as a consultant did not perform any differently, but on the contrary, the company that helped other companies find problems data.
First, then, etc. That According to Eisman, there is a huge demand right now because ada company No data In such cases, she can use them in the model AI. As a result, half of American businesses are in a state where they can’t even walk enough. yes dataso that she would know what to do with them. investor The last correction to close the position Akchichi Connected to AI? Eisman replied that it was his Business Fully invested, I can change positions slightly depending on what happens first in the market. The only reason we are not fully invested is economic recessionthe expert added, that in fact there is no equivalent.
oh Akchichi Wharton’s Jeremy Siegel, also speaking on CNBC, said deflationary pressures persist, one of the reasons being KomodicThe economist added that Rates It should be between 3.5% and 4% during the same period. This does not mean that it is Central Bank She was supposed to be daydreaming, but now she Rates NanohertzTM dva percentage Body them Their neutral equation Fed If navc domnv and neutraln Rates Yes Jets No No 3.5 4%. The market sucks Moreover, according to Siegel, U is not as nervous as the two leading indicators. inflation Hint gave her a drop.
Value Economist action Don’t make it hard on yourself Restov trend 2. No Fed Frazzini RatesWhen monetary policy turns wrong, First I am asking for worthy titles. However, the entire process must change to lead to a change in trend. Restov action They have outperformed their value peers over long periods of time.
Source: CNBC
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