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Smith: Might be in Recession and Not Know It; DECK, MPWR, JPM Stock Picks

8 min6 maj 2025

Glen Smith explains why his stock picks include Deckers Outdoor (DECK), Monolithic Power Systems (MPWR), and JPMorgan Chase (JPM). He thinks investors should be opportunistic and not try to time the bottom. He says we could be in the middle of a recession right now and not know it yet, so he’s focusing on maximizing the present.


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