2024-03-09 13:00:00 ET
Summary
- David Trainer says the Fed and liquidity are key drivers of the market, with excess liquidity potentially leading to smarter retail investing.
- There is a shift towards investing in traditional businesses that create shareholder value, particularly in the energy and industrials sectors.
- Fossil fuel demand is projected to increase over the next few years, highlighting the ongoing need for fossil fuels until green energy production can catch up.
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For further details see:
Excess Liquidity; Pockets Of Opportunity In Energy + Industrials