Comments by "Greg Greg" (@SlowhandGreg) on "Jim Cramer sees market rotation happening - Here's how he would play it" video.

  1. When the pandemic hit the economy split into 2, those that could upgraded systems networks and production facilities basically went their own way. We're at the start of the 4th industrial age which got a Covid boost, biotechnology automation remote working green energy development etc. If you look at some of the fundamentals of say Tesla their costs are coming down, working for a Tech company ours are too less travel and a hybrid work model with 1 to 2 days a week in the office at most and all customer upgrades installs and maintenance is done remotely.
    4
  2. Tech never suffered because of the pandemic it went it's own way, there trying to compare 2 completely different economies I could already remote work before the pandemic all that happened was a huge investment in our companies infrastructure to formalise and enable it across-the-board plus savings on travel and buildings means costs are going down. Commodity inflation isn't hitting the tech sector very much as innovation is far outstripping costs.
    2
  3. There's a lot companies like Walmart can do to expand their business and reduce costs, the online delivery will get stronger as well as pickup, with gas prices going up who wants to spend time on busy roads crowded stores shopping for groceries
    1
  4.  @liarzdice  Constant automation drives the costs down, better route planning from having more deliveries and more data means the delivery model is constantly evolving. They can't do anything about wholesale commodity prices but the final mile delivery will get cheaper as they move to EV. Inflation isn't affecting the Tech economy in fact costs are coming down. Household inflation is personal our bills have gone down over the last couple of years. Remote working and only in the office 3/4 times a month saves us on travel plus going to Starbucks on a lunchtime and we've also done some lifestyle changes. It does make me acutely aware s I near retirement of 2 economies though.
    1
  5. What dip? You'll get a couple of points then by the time you've thought about it it's up 5
    1
  6.  @temimegraham1904  When the pandemic hit the market and the economy split into 2 tech basically went on its own way legacy firms got dragged. Costs are actually coming down due to tech innovation automation and large sums pumped into business upgrades for example to support remote working. Just look at the speed of innovation in biotechnology in 2 years
    1