RIGZ - The Best Sectors For The Second Quarter Of 2022

• Most of the stocks we are adding now are prospering from the current inflationary environment that accelerated after Russia invaded Ukraine.
• As investors seek inflation hedges that can prosper from stagflation, stocks remain our best bet. Specifically, commodity-related companies - as well as any company that can raise prices, such as semiconductor companies - are now poised to prosper.
• The Treasury yield curve did briefly invert twice last week as two-year yields rose above five-year yields and the five-year yields rose above the 10-year yields, so there is growing interest rate chaos. Historically, a flat-to-inverted yield curve often precedes a recession.

For further details see: