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We’re Probably All Wrong About Interest Rates

Bloomberg Businessweek

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Buying the Dip - What Would You Buy?

The truth of the market may pull back a little bit. I expect to see this range-bound activity until we have more clarity on what the Fed will do and how long they'll stay there. Buying the dip might just be a theme again for 2023, finally. So if you are going to come in and buy the dip, what do you buy? What would you buy? Yeah, it's great to diversify portfolios but all of the tech stocks in the semiconductor stocks that got just absolutely hammered last year haven't caught some of their returns back.

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