2023年1月4日

2023年1月4日——廣告——Josh Brown周二向投資者發出警告，指出新的熊市低點可能很快就會出現。“現在你可以把華爾街的每個人分成兩個陣營之一。我們會不會跌破10月份的低點?斷報告。股市在2022年10月跌至熊市低點，標準普爾500指數跌至關鍵的3500點以下，原因是投資者權衡美聯儲進一步加息以對抗持續通脹的可能性。一些好於預期的公司報告幫助市場反彈，本月收盤上漲近8%。布朗指出，即使是在看漲華爾街的策略師中，也有一種觀點認為，股市將在2023年上半年拋售，然後在今年下半年反彈。布朗補充說:“考慮到所有的逆風和負麵因素，加入這個陣營更有意義。”“然後下半年，如果你錯過了底部或其他什麼，你需要做任何你需要做的事情來趕上。”不過，他表示，有機會收購保險集團丘博(Chubb)、化妝品商店Ulta Beauty和電力公司NextEra Energy等公司。 Not only does property and casualty insurance company Chubb have a pricing opportunity in 2023, Brown said it is one of 11 stocks traded in the S&P 500 that are currently within 5% of their all-time highs. “These stocks are on the brink of a breakout,” Brown said. The whole group of property victims looks great. I’ve talked to insurance brokers, they tell me what they hear from carriers. Expect a huge increase in premiums in 2023. And guess what, no matter what they are, people will pay them because what choice do you have?” Meanwhile, Ulta Beauty is a “raging bull stock” that could continue to hit new highs in 2023 even after last year, Brown said. by about 19% as investors invested in what is considered a recession-resistant business. Finally, NextEra Energy is a beneficiary of inflation. Cut Law, which has an “incredible growth engine” and also offers a 2% dividend yield, according to FactSet. Brown named aerospace and defense as his favorite sector for 2023, saying stocks in the sector will serve as a hedge against rising geopolitical risks . Other jurors named their top picks for the year. Stefanie Link of Hightower lists General Electric, Broadcom and Starbucks as his favorite titles for 2023. Joe Terranova of Virtus Investment Partners named Microsoft, Prologis, Texa’s tools he buys the most. Credit: www.cnbc.com /