Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23
The Exchange
00:00
How to Choose the Right Stocks for Your Portfolio
The regional banks got hit hard, and I think they will continue to get hit hard as rates start to go up. The federal government is going to have a very difficult time making any of those large banks default. So if you're in a sector that's really the tech sector, the SMA, all that, and you're up a hundred, 150% pigs get slaughtered. Get out of that, sell a little bit. If financials haven't done well and they're really hitting their numbers, it may make sense to pull some money away from semiconductors.
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