Analyzing Market Opportunities for Long-term Investors and Stock Positioning Strategies

This chapter delves into the advantages of market pullbacks for long-term investors and cautions against market timing. It advocates for a balanced strategy with a mix of growth and value stocks, discussing the benefits of growth stocks in AI infrastructure and the appeal of value stocks in cyclical sectors like financials and industrials. The chapter also explores the effects of rising interest rates on segments like utilities and REITs, anticipating improved performances as inflation eases.