These are the most important developments that should drive your investment strategy.
1. A slow economy.
2. Low interest rates because of the slow economy.
3. Declining financial risk because of the aggressive action of the Fed.
4. Inflationary bias because of low interest rates relative to inflation, now close to 4%.
Only a few sectors will shine in this environment and will outperform the broad market as they did beginning in 2003-2004.
More on https://www.peterdag.com/.
George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977
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