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Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

Focused Compounding

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Investing in Cyclical Stocks Is There Anything in Particular That You Tread About?

The airline industry looks like the insurance industry generally Yeah, and why is that because like how you think about like with the operating ratio expense ratio. One investing in cyclical stocks is there Anything in particular that you tend to like think about right so people make or investors they make mistakes investing in cyclicals stocks Really for two reasons right they they think the stock is cheap when it's expensive Or they think that it's a high quality business when it's actually low quality And a lot of it has to deal with the cycle of the industry.

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