PEP - Stocks I'm Buying The Third Week Of April
2024-04-13 08:30:00 ET
Summary
- Job gains in March mainly came from immigrants and part-time employment.
- Real-time inflation is far lower than the CPI would lead you to believe and has been below the Fed's 2% target for the better part of a year.
- I give my admittedly unpopular view on the green tech trade with China and the benefits of international trade.
- The recent market correction has offered up numerous attractive investment opportunities for long-term dividend growth investors.
Grab a fork and spoon, tie your napkin round your neck, and scoot up to the table. Get ready for a feast of economic analysis and eminently buyable dividend stocks. I'll be your chef de cuisine.
There's simply no time for hors d'oeuvres. Let's get straight to it. Here's what's on the menu:
- A quick update on the labor market after March's job gains.
- Why inflation is not really "running hot," "stubbornly high," or "sticky."
- A defense of trade with China that I fully expect to be unpopular.
- All the dividend stocks on my buy list for the third week of April.
March Update On The Labor Market
In last week's missive , I explained that immigrants filling job openings is the primary cause of the surprisingly strong labor market and rebound in job growth since the Fall of last year....
Stocks I'm Buying The Third Week Of April