Money will rotate at some point

來源: 2024-09-11 10:30:05 [博客] [舊帖] [給我悄悄話] 本文已被閱讀:

Dividend stocks like MO/PM, etc. run too high too fast. Even BRK/B is not cheap any more. Those things are over valued. Tech stocks may be under valued after the sell off.

Rotation will happen when valudation makes sense. Watch valuation is the key.