Asking where to find opportunities amid market volatility and bubble talk
speaker1
John Stoltzfus
Current market presents opportunity to focus on quality stocks being sold off by short-term traders in intact bull market
John Stoltzfus
Expects Fed to cut 25bps in December, continuing the process of ending the rate hike cycle that started in March 2022
John Stoltzfus
Corporate earnings resilience remains remarkably good with most sectors showing earnings growth
Questions what sectors are not favored given broad positive outlook on tech, industrials, financials, consumer discretionary
speaker1
John Stoltzfus
Not hot on real estate currently, materials beginning to warm up, utilities looking good with Fed rate cuts