Jim Gillies: Auto stocks are highly, highly cyclical. He says there has been a long-term trend going back in three decades now of increasing safety content per vehicle. Highlighting and improving global supply chain looks like the kinks are getting worked out there, he says.
When interest rates rise, investors are supposed to move to safer assets.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- Medpace shares hitting an all time high. - If investors should prepare for a market correction during a "dopamine fiesta". - The bull case for air bags and seatbelts.
Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k).
Companies discussed: MEDP, ALV
Pullback report: www.fool.com/pullback
Host: Ricky Mulvey Guests: Jim Gilles, Robert Brokamp Engineers: Tim Sparks, Heather Horton
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