Ep. 193: Transcendental Investing With Yahoo! Finance Reporter Jared Blikre
Investing With IBD
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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