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Talk Your Book: The Buy-Write Strategy
Animal Spirits Podcast
Is There No Consumer Staples in the Portfolio?
The problem with consumer staples isn't so much that there's not enough premium. The problem is valuations, and we don't want to be buying mediocre growth companies at high valuations. Consumer staples for the last 10 years were bid up because interest rates were at zero. Now we're starting to see tightening and we've seen record declines in money supply back to longer term trends.
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