Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508
The Meb Faber Show - Better Investing
Shifting Investment Focus to Sectors and Stocks
Investors should consider shifting away from focusing solely on general market indices and instead focus on specific sectors, thematic ideas, and individual stocks for investment opportunities. Sectors such as home builders have outperformed major indices, indicating potential for significant returns. This shift in focus is due to a new economic cycle and should include considerations of reshoring, work from home trends, and identifying themes for the new economy. While foreign equities have underperformed relative to the US, this is attributed to missing out on mega-cap tech sector rather than inherent weakness.
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