So first thing we want to know in 2022?
1) What sectors will outperform.
2) What Big Caps in those sectors will be the best stocks to own.
3) What are the best Big Caps to short.
Conversation
Cannabis stocks should perform well considering the beat down and a possible fed approval in 2022.
I'm eying Financials going up with the anticipation of interest rates increasing - which could be moved up as early as March - April. The FED is running out of tools at their disposal to slow down inflation
Monday's inflation report should be interesting. Will the rate at which inflation is increasing slow down or go even higher? Another factor to keep an eye on - consumer credit card debt is extremely high again, maybe at record levels. Lack of liquidity + high inflation.
1) banks - if the economy doesn’t badly shrink on the hike. 2) is big banks who are in profit 3)no idea really
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