Excess liquidity; pockets of opportunity in energy + industrials
David Trainer says the Fed and liquidity remain a salient driver of markets (0:23). Big opportunity now in energy and industrials (3:40). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
It's All About Liquidity
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
Citi says no U.S. soft landing, recession signs by summer
Rate cuts can start this year if disinflation continues: Powell in Senate hearing
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Episode transcripts: seekingalpha.com/wsb
Show links:
It's All About Liquidity
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
Citi says no U.S. soft landing, recession signs by summer
Rate cuts can start this year if disinflation continues: Powell in Senate hearing
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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