Karim Rahemtulla, Head Fundamental Tactician, Monument Traders Alliance A whirlwind of confusion - that's what these past few weeks have been for investors. War... Energy prices... Geopolitics... The U.S. Federal Reserve... All of them vying for headlines. Throw in a few major down weeks for the indexes - including a bear market for tech - and it's little wonder most investors are running for cover. But I'll shout this from the rooftops... DON'T BE LIKE MOST INVESTORS!! As we enter earnings season again, the focus will be on which sectors are managing to succeed and what each sector's outlook is. Things will be grim for some sectors, as supply chain issues will continue to dominate. But for one sector, the outlook is better than ever. |
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