Andrew Arons doesn’t believe we’re in for a recession, expecting the markets to recover “pretty quickly” with tech leading. In fact, he expects some sort of resolution in the next 2-3 weeks, with earnings “propelling the market,” and rate cuts giving it another boost into the end of the year. He sees opportunities in Meta Platforms (META) and Amazon (AMZN), expecting a 10%-20% rise in both. He also likes Cava Group (CAVA).
Trading 360
25 Apr 2025
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