Defeat Inflation Despite Recession Risk
WEALTHTRACK
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A Bird in the Hand Is Worth Two in the Bush
This week's action point is a familiar one. Don't fight the fed. The winners of tighteing fed policy are high quality companies generating dependable profits in cash flow that they are using to pay dividends and buy back stocks. Next week, as top performing growth fund manager alex umansky's barren global advantage fund hits a rough spot, he is doubling down on some of his hardest hit high tech companies. And paul mcaulay discusses why he is paying much more attention to geo politics than he has in the past.
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