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MU and STX Buys - Arrrggh!

It wasn't such a good idea to buy MU and STX yesterday.   After going up immediately yesterday, both have declines significantly, up to ...

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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