HomeInvestingOptionsHow Inflation Is Affecting Consumer Discretionary Stocks
How Inflation Is Affecting Consumer Discretionary Stocks

Dan shares his thoughts on the recent demand for commodities, and supply chain disruptions from the Colonial pipeline going off-line. Crude oil is staying strong, but continues to knock on the ceiling of $66 per barrel without breaking though to the upside. In this market, Dan thinks there is not a compelling new long trade with the selloff in technology, inflation worries, and commodities at new highs. Overall, energy does demonstrate positive relative strength compared other equity sectors.

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13 May 2021

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