Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a faster transition to mid cycle dynamics which means it’s time to upgrade the quality in one’s portfolio. One sector shift that makes sense is Discretionary to Staples which received a lot of pushback. Today, we defend both calls and provide new…

This content is for Premium Membership, Contributor Membership, and Mastermind Options members only.
Login Join Now

©2021 Finom Group | Website by: Ocala Website Designs LLC

Log in with your credentials

or    

Forgot your details?

Create Account