
#48: Jim Stack On Charting A Course Through Stock Market Rapids
Superinvestors and the Art of Worldly Wisdom
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The Fed's Blessing on Inflation
This is a mature economic cycle. We want to look for sectors that are not going to be impacted if interest rates start to creep upward with or without the Fed's blessing. The energy sector is one that we recently incrementally increased position in, because I think as the world emerges from pandemic it will see continuing demand for energy. One of the weaker sectors in that mature bull market is the financial sector.
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