@eric

Eric Pelnik's avatar

$280.7M follower assets

Founding Team @Commonstock and ex-VC @Greenspring
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Eric Pelnik's avatar
$280.7m follower assets
Is a recession already priced in?
Recently, I’ve only been buying the $VOO. With tech stocks down so much though, I may have to start scooping some up.

That said, the names I’m interested in aren’t in the below graphic.

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I think a lot of these may just be headed towards 0, seen a lot of negative outlooks for META
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Eric Pelnik's avatar
$280.7m follower assets
It's going down, down
The late-Summer market pump comes to an end post-Powell's speech in Jackson Hole.
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Eric Pelnik's avatar
$280.7m follower assets
Buy water (and utility companies?)
Demand for water (and the need for energy) will continue to rise.

A drought and the drying up of the largest water source in the west, are squeezing supply.
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Eric Pelnik's avatar
$280.7m follower assets
US supply chain on the up-and-up
Backlogs and delays have been...postponed 😅 as the US supply chain has improved post-national emergency.

While this is certainly a point of positivity, I still think we're in the forbidden forest of recession and slow growth for the next couple of quarters. Hopefully, I'm wrong!
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