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Ep. 168: Simon Erickson: Rate Hikes, Recessions And Opportunities

Investing With IBD

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The Importance of Optimism in the Stock Market

Simon Tisdall: The market is always going to be opposite of what you think and feel. He says investors should look for the health of stocks when they're acting healthy or not. One fertile ground that that I'm going shopping in right now is semiconductors chip industry, he says. But there's a shortage of supply to meet the demand for chips on end markets such as smartphones,. And so if you are providing semiconductor chips which provide data centers with high performance computing know what's going to happen.

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