I suggest everyone to take it with a pinch of salt. It's rather obvious that it was written with an overly bullish tone. US yield curve inversion happened briefly in Apr and Jun this year; yield curve inversion is a precursor of recession. Assuming Fed remains hawkish, the recession which everyone fears would likely to happen sooner rather than later. The Fed should have hit the breaks gently since Mar/Apr 2021; Powell is late to the party. A bear market could last for as long as 18 months. Having said it, a terrible market is an excellent opportunity to Dollar Cost Average on equities of companies with strong fundamentals. It's a good time to look at dividend stocks now.

I think this article is too pessimistic. The companies have strong competitive advantages. While it's true for IBM which struggles to find its footing in today's environment, the others are well positioned to take back their leadership and market shares. The current downward stock prices is in line with the broad market sell off.

Judging by the improving metrics and numbers, there's a strong chance that the management might resume dividend payout in 2023. My assumption is based on astronomical increase in the passengers y-o-y. Despite the drastic increase in airfare, it appears consumers are willing to pay for experiences and travel services. The paradigm shift should not be taken lightly.

For folks who are interested in INTC, you need to take a mid to long term view because new foundries need years to build and probably another 1 to 2 years to contribute substantial revenues for INTC. The share price is expected to be depressed for at least 2 years from now and thus it's not for individuals looking to make quick bucks; I'm predicting the price will skyrocket from 2024 onwards. The CAPEX is a good gauge for monitoring INTC's research and development activities. In short, it's a good timing to start accumulating INTC at the current price.

Grab is showing signs of becoming profitable. It's in my radar now.

Intel still has competitive advantage. It fell down but it's not a KO loss yet.

I will missed him dearly... 

If you love Dividend Stocks which distribute monthly dividends too, then you should consider having $ADC (Agree Realty Corp) along side with $O (Realty Income Corp). By the way, these two REITs have hold relatively well in this bear market.

An interesting business strategy. However, the slowdown in China could derail the overall plan. A close monitoring on global economic health is necessary.

Interesting to see Intel wanting to invest in ARM.