To The Moon

There are few major events happening in 2023 which most of the analysits are bearish. 

1) US is expected to fall into recession with high interest rate environment 

2) China Has relaxed its covid zero policy and is expected to relax the interest rate to support the ailing economy with balancing the inflation. 

3) Russia is going to end the war in Ukraine, either pulling back or be more aggressive. 

4) North Korea is going to continue attract global attention on its nuclear/missle program 

5) Japan/ Korea is going to strengthen It's military budget to counter China for the long run 

The stock market is going to be very volatile and uncertain. I will recommend to hold the following stocks to ride the recovery wave from 2H 2023:

1) Amazon - global e commerce player and leading cloud integrator 

2) OXY- leading DAC (carbon capture) for the nextgeneration 

3) Intel- betting on low P/E and high div yield and a separate graphic card business 

4) Citi or BAC- banks that won't let you down. 

5) Tesla - buy the dip and prepare for the future, Tesla is beyond EV