JMP's Lehmann: Wild Stock Swings Coming This Week

The video discusses the current state of the stock market, focusing on tech sector trends, earnings, and divergences among major companies. It highlights the impact of hiring freezes and economic shifts on tech firms, while identifying resilient companies like Apple and SAP. The discussion also covers market valuations, investment strategies, and the potential for a better economic outlook in 2023.

What was a significant factor in the market's recent performance?

• Increase in tech stock prices

• Disappointing earnings reports

• Stable economic conditions

• Decrease in interest rates

Which acronym is no longer commonly used to describe major tech companies?

• FAANG

• GAFAM

• FANG

• BAT

What is a reason for hiring freezes in major tech companies?

• Defensive measures against a downturn

• Expansion into new markets

• High employee turnover

• Increase in revenue

What has Wall Street's response been to tech companies' exploration of new business areas?

• Increased stock prices

• Multiple contraction

• Stable market conditions

• Higher dividends

Which company is highlighted as benefiting from a rising dollar?

• Meta

• Amazon

• Apple

• SAP

What is the expected market condition for 2023 according to the discussion?

• Stable market conditions

• Increased volatility

• Continued bearishness

• A much better market

What phase is the private market currently in regarding valuations?

• Recovery

• Denial

• Capitulation

• Acceptance