IVT - 7 Stocks I'm Buying The Last Week Of March
2024-03-23 08:15:00 ET
Summary
- I acknowledge the difficulty of predicting the future of the economy but maintain the belief that it will return to a state of slow growth, disinflation, and low interest rates.
- I also argue that interest rates are being held up by the Federal Reserve and predict that they will come down once the CPI continues to decrease and rate cuts are implemented.
- I am investing heavily in real estate investment trusts, or REITs, particularly in the retail and industrial sectors, as they are currently undervalued and have potential for growth.
To quote the pithy Abraham Lincoln,
Better to be silent and thought a fool than post your thoughts on the Internet and remove all doubt.
Is that how the quote goes? It's something along those lines.
Well, I don't claim to have ole Abe's wisdom, but I'd like to think my Internet verbosity is at least honest .
In that spirit, I recently penned "Sunbeams And Storm Clouds: Investing For Slow Growth, Disinflation, And Lower Rates," acknowledging the limits of my knowledge or macroeconomic predictive power. To quote another quotable figure, Ray Dalio, "He who lives by the crystal ball will eat shattered glass."...
7 Stocks I'm Buying The Last Week Of March