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Tuesday, May 15, 2018

Some Contrarian Scenarios

Here are my contrarian thoughts about the economy for the rest of 2018:

  • Oil will go over $90/bbl.
  • Interest rates will rise slower than expected.
  • Inflation will continue to be low.
  • Republicans will maintain a majority in Congress
If these scenarios happen, oil stocks, dividend stocks, and REITs should do well and our retirement investments should benefit.   

Disclosure:  We currently hold oil stocks, dividend stocks and REITs in our portfolios.


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