A word about liquidity
For central banks through monetary policy, an impact on corporate liquidity. Usually, in such a period (a virus that affects growth, unemployment, etc).
Central banks tend to give more liquidity and the interest rate environment is convenient for companies. But this time the central banks do not have these luxuries as inflation is high and as Powell said, it can no longer be said to be transitory. In light of this, we should not really be surprised by the weakness in the stock markets and high volatility.
However, what is the impact of what has been said on a company whose day-to-day operations generate liquidity of hundreds of millions of dollars per quarter?
A company that is hardly exposed to rising interest rates?
A company whose projected demand for its technology grows "only" by 30% each year.
A company whose leading firms in every industry will acquire, operate and change their profitability model according to the capabilities of the technology in order to survive the difficulties of the period.
There are those who see the potential of the company and are busy scaring us, and their goal is one:
Purchase cheaply by all means. At the moment they are successful. This is a good sign as serious entities are collecting the stock. They understand what we understand and they have the ability to operate through large pockets, fear that causes volatility, price drop, and cheap buying. I watch a fascinating and profitable journey over time. Can not be otherwise!
When? I do not know, I have time.
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