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Strategies & Market Trends : The Art of Investing

PICK 46.18

-0.3%

Nov 14 4:00 PM EST

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To: Rarebird who wrote (3150)	1/4/2022 9:33:51 PM
From: Sun Tzu	Read Replies (2) of 10599

I predicted a growth slowdown in Q1 and a peak in inflation around Feb timeframe since last summer. My reasoning was inventory buildup for the holiday season during Delta and a subsequent opening of the bottleneck which would lead to drop in prices before that inventory build up could be digested. I'm sticking with that story rather than omicron, which imo, has been a non-issue, though in a couple of weeks it may scare the market. I've done ok too. I did very well with NTLA and BBW. I added more BBW today. I also bought UYM that has done well. I think the miners and industrial should do better than the market. Natural gas got away from me, but I may get another chance at it. EPD is a good buy. As you know I've been positive on midstream and upstream energy. I've also done very well with REITs. I especially like residential and medical REITs. Some time in Q2 I think a number of high fliers may become good buys.

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