Feb 17 The impact of Federal job cuts are unknown

$META $BA

Author

Mukund Mohan
February 17, 2025

Market

“The loss of about 250K jobs in the Federal government will likely result in an unknown number of federal contractor jobs. The impact of those on unemployment is unknown” 🫠 🙃 

For the week the markets end up okay with NASDAQ doing the best

I am certainly cautiously optimistic on the market. My strategy is to focus on companies that do not have an impact from the changes to the government policies, but that’s hard to do with almost every company (save ones in some software spaces) being affected.

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Insights from the portfolio

Meta Platforms Inc $META Deep Dive

The ad platform is optimizing, growing revenues and still making good long term bets

stocksmarts.substack.com/p/meta-platforms-inc-meta-deep-dive

Video of the day

Today’s video is on Meta Platforms $META which has invested more in the other bets including robotics and AI

Deep dive of the day

Boeing Company $BA Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/02/17/boeing-company-ba-deep-dive

Good setups for swing

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