Ep. 193: Transcendental Investing With Yahoo! Finance Reporter Jared Blikre
Investing With IBD
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The Strength of Industrials in the Economy
Insurance companies have giant piles of cash that they can invest and earn a rate of interest. That is much higher than it was previously just because rates have gone up. I'm not seeing a lot of anything compelling there, but if you go to Boeing, this was a ticker I almost chose here. A lot of that had to do with the declining dollar. If we are in a different secular environment, this is probably going to favor cyclicals more. The engine of growth will need to be actual growth in corporations.
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