Nancy Daoud is the CEO of Opus Advice First.
Where are you on that debate? They announced it before. They said that they are.
The interest rates are going to start to go down. They're expecting three rate hikes. I don't think so.
They're going to have to have three of them. It will definitely start. I think so.
The market is reacting a little bit to the Fed's comments because they want to do something.
It was too fast and maybe too much. I don't think they will actually do that. I think there will be a bounceback.
A bounce back here.
The cold by the dip strategy is intact this year.
The jobs report tomorrow will be very strong, that's what I think. The market will.
React to that. We have to be careful with the market when it comes to knee jerk reactions. They don't mean very much.
Everything is adjusted once the balance sheet is. It's kind of.
It is difficult to transition from trying to curb inflation to raising interest rates.
Right. It's been clearly telegraphed from the Fed. Let's ignore the fact that they almost did it.
About two months ago, complete about face. The dollar strengthened from November to November.
We are right now. I'm trying to get markets to tighten before the Fed does. Do you?
Think that forces have retreated. All of this has been announced before.
The market has already priced it in. These are reactions to what is being announced. But.
Within a day or two or a week or two everything is balanced out. I think it's a great buying opportunity.
The technology for the last two days has taken a hit. It's time to take some portfolios.
Balance and buy tech stocks. It's interesting because there is that kind of feed.
The anxiety of yields increases. That's the reason tech is selling off. You also have hedge funds that are frantic.
Their positions in mega cap tech are about to be undone. You also have when it comes to Apple reaching three trillion dollars.
The market cap was 02:37. Nancy, do any of that worry you? Not really. The short term is what I mean. There is.
It is very much expected that there will be some volatility. It's always there. Unless you think, you know in the long term.
This is all going to continue, 02:55tech is dead. The big names of the companies have good earnings.
I believe that 03:04 will continue to flourish throughout the year. Your thoughts are on. There are two separate things. Your thoughts on that.
Value stocks and also cyclicals are where it makes money.
I think that we are waiting in commodities and that they have to be very careful.
When it comes to value stocks, it'sselective. It is always in consideration of how much appetite for risk there is.
The time for each portfolio. No matter what we're buying, those are always considerations. I do believe in it.
That is going to flourish along with real estate. The real estate sector will continue to grow.
Of course technology. We're showing a chart about you.
Know the value and growth debate. For the last 15 years or so, a growth has been better than a value.
It's difficult to turn the ship around. What makes this time different?
I don't think it will be different. It's important to have a balance between them. Again, it is just.
Depending on where the portfolios are in relation to risk appetite. If we're looking for income.
Growth over the long term. It is a very individual thing. I don't think one is better than the other. I think so.
The combination of both is very strong. Nancy.
