2024-07-07 10:15:00 ET
Summary
- Don’t fear recessions; embrace them with a well-constructed portfolio.
- Market prices and business fundamentals are distinct elements. Focus on the latter.
- We discuss two picks from non-discretionary sectors — telecom and healthcare.
Co-authored with Hidden Opportunities
The word recession immediately makes investors uneasy and anxious, giving them the urge to sell everything and sit with cash to wait for a favorable entry point. Research suggests timing the market is extremely difficult for the average investor and will likely cause you more harm than good....
Read the full article on Seeking Alpha
For further details see:
Recession Alert: Play Defense While Earning Up To 10% Yield