New Bull or Bullsh*t?
MRKT Matrix
00:00
Are Consumer Disciplined Stocks OK to Have in the Portfolio?
I did a sell on consumer discretionary because of all these things that we just talked about. We're in a period where retail stocks usually don't do very well. Retail is more than half of the consumer discretionary sector. I think there's going to be job losses across more sectors than tech. And that'll be spooky, especially for consumer discretionary stocks which fall into that growth camp.
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