Is 2000s cycle instructive? Are inflation or consumer shock bigger issues from oil/gas prices?
speaker1
Andrew Slimmon
No consumer shock due to tax refunds offsetting gas prices. Dollar strengthening contrary to consensus, money flowing back to large US stocks.
Does stronger dollar upset international stocks/commodities trade?
speaker1
Andrew Slimmon
Stronger dollar disrupts that trade. Opportunity in US companies with great earnings but weak stock prices. Early in software industry disruption, wouldn't bottom fish.
Pick between tech and energy or go elsewhere?
speaker1
Andrew Slimmon
Own enough energy to not get hurt but don't chase it. Opportunity in market dislocation between fundamentals and stock prices in other areas.