Capitalist Letters

Capitalist Letters

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Capitalist Letters
Capitalist Letters
Markets: View on the Top; Is China Really Un-investable? Starbucks is Worth Taking a Shot!
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Markets: View on the Top; Is China Really Un-investable? Starbucks is Worth Taking a Shot!

Choppiness is apparent in the market yet it is carried daily to the all time highs by tech stocks. What to expect next? Is it the right time to invest in China? What is the upside in Starbucks stock?

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Oguz Erkan
Feb 13, 2024
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Capitalist Letters
Capitalist Letters
Markets: View on the Top; Is China Really Un-investable? Starbucks is Worth Taking a Shot!
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State of the Market

Stock market is at all time highs. This feels euphoric and concerning at the same time. On the one hand, you keep seeing your portfolio value going up every day but on the other hand, your concerns for a hard stock market crash keeps increasing as we don’t get those little corrections on the way. Market is apparently a bit overvalued …

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