Emerging Daily Audio Call May September 14 - ON the call today we discuss the cross currents of asset classes with bond yields moving higher but the source of this move is not what you think.
Industrial stocks are arguably the place to be if rates are rising as the valuations are low and in the case of airlines (JETS, quote), transports and even some global manufacturers there is an argument to be made they are seeing more pricing power.
September will continue to be challenging and you must either have the stomach and the portfolio to not over trade or you must be tactical and ready to buy weakness which means you must create (or have already created) room in your portfolio. Where would we be watching?
Have you refi’d your mortgage yet and paid down more expensive debt? Get on it!
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