Let's theoretically say that we see one more leg down in the market during this earnings season as companies put out very conservative full year guidance, given the impending recession. Then next month we see signs that inflation is easing (already seeing commodity prices dropping back to reality right now), the Fed indicates they're not going to continue to raise rates aggressively given the easing inflation, the Fed ultimately successfully navigates a “soft landing” (still a technical recession due to consecutive GDP declines, but the jobs market remains healthy). This all results in the market bottoming and we start to see a sustained rally and the bull market returns.
Obviously not every stock will rally, but in the theoretical scenario outlined above, which stocks would be on your buy list??
I personally feel like it's always safe to buy VOO/SPY, AAPL, GOOG. I'd throw MSFT in there as well probably.
Other stocks I'd look at: V, AMD, CRM, NVDA, F.
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