USB, AMZN, ARE: Megacap Tech & A.I. Are Not Long-Term Investments
b"The good news is that inflation has come down and the bad news is that we are nowhere near the Fed's 2% target, notes David Dietze. He discusses the fallout from the First Republic takeover by JPMorgan Chase (JPM). He goes over his stock picks which include U.S. Bank (USB), Amazon (AMZN), and Alexandria Real Estate Equities (ARE). He talks about portfolio positioning strategies in the event of an economic downturn. He also notes that buying stocks for the long-term makes sense but would avoid megacap tech and A.I. Tune in to find out more about ways to invest and the stock market today."