Noah Hamman Favors Hardware Over Software, Sees Yellow Flag on Consumer Spending
Schwab Network · Schwab Network
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Show Notes
Noah Hamman expects semiconductor chips to continue to show strength, focusing on hardware over software as the markets become nervous around valuations. Looking at “picks and shovels,” he likes HVAC companies. He highlights a “nice start” to the year overall for markets and the economy. However, he notes that consumer spending is mostly coming from credit card debt, though delinquencies are staying low.
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