2024-05-08 07:00:00 ET
Summary
- I believe that inflation and interest rates will remain higher for longer, signaling the end of the good times of 2009-2021.
- The debt situation in the US and other Western nations is a major concern, with potential inflationary measures being put on the table.
- The stock market is at a lofty valuation, suggesting subdued returns in the future and putting pressure on companies to deliver strong earnings.
- I present six stocks I expect to outperform the market on a long-term basis.
Introduction
As most of my readers know, I'm always talking about the "big picture," which has become the cornerstone of my research.
This includes macroeconomics, geopolitics, and supply chains. While all of these issues are connected, I always try to build a longer-term view that helps me put money to work in areas that could provide us with above-average returns.
With that in mind, I was just interviewed to discuss several topics, including the global economy and where I am putting my money....
Read the full article on Seeking Alpha
For further details see:
Here Are 6 Dividend Stocks I'm Buying For A Generational Market Shift