Value Investing Financial Bubbles of Historic Proportions - James Grant Interview |
- Financial Bubbles of Historic Proportions - James Grant Interview
- Long Thesis on Pollard Banknote
- Interview with John Malone
- Pampa Energia Stock Analysis - Updated February 27 2021
- Top sectors/stocks for higher rates
| Financial Bubbles of Historic Proportions - James Grant Interview Posted: 26 Feb 2021 04:07 PM PST |
| Long Thesis on Pollard Banknote Posted: 26 Feb 2021 01:51 PM PST |
| Posted: 27 Feb 2021 02:40 AM PST |
| Pampa Energia Stock Analysis - Updated February 27 2021 Posted: 27 Feb 2021 03:00 AM PST |
| Top sectors/stocks for higher rates Posted: 26 Feb 2021 01:02 PM PST Thoughts on top sectors and stocks, should rates continue higher? My top picks are in financials (WFC, BK, BAC, COF, BRK.B) and energy (ET, SLB, ENB, EPD). Financials is a pretty safe/obvious pick. Something less known is that energy stocks perform pretty similarly in rising and falling interest rate environments. Over the last 50 years, energy returned 12.1% when rates were falling and 10.1% when rates were rising. Over the same time, the S&P returned 15.2% when rates were falling and 5.8% when rates were rising. Both sectors also still look pretty undervalued. Other thoughts? [link] [comments]  |
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