IVT - 9 Stocks On My Buy List As Fed Rate Cuts Approach
2024-06-15 08:15:00 ET
Summary
- Disinflationary trends continue, opening the door to rate cuts and a potential REIT rally.
- Signs of consumer weakening are evident in declining movie theater sales, restaurant visits, and ski trips.
- Texas is expected to host a new stock exchange, reflecting the state's economic strength and ability to attract businesses and IPOs.
- My buy list has 9 dividend stocks on it, most of which are high-quality, best-in-class REITs that are temporarily discounted.
Get ready to drink from the firehose. Lots of data and charts to absorb this week. I hope you'll find it insightful and thought-provoking.
Here's the agenda:
- Disinflation continues and is spreading across the CPI basket, which will open the door to rate cuts and a potentially massive rally in REITs.
- More signs are showing up that the consumer is weakening.
- A new stock exchange is coming to Texas in 2026; an ode to the economic strength of Texas.
- My buy list going into the third week of June.
Let's dig in.
Disinflation > Rate Cuts > REIT Rally
As I have been saying for a while now, a disinflationary trend (falling rate of inflation) is solidly entrenched and should continue through at least the end of this year....
9 Stocks On My Buy List As Fed Rate Cuts Approach