Higher interest rates and oil prices are beating up consumer sentiment, notes Eric Kuby. He discusses finding value in small-caps. He talks about how sentiment is at a level worse than those seen during the peak of the pandemic and financial crisis. He suggests that a push of higher interest rates runs a risk of undermining the economy. He goes over the state of the economy as the fed raises rates. He looks at how “higher for longer” impacts small-caps. He outlines his small-cap stock picks which include PDCO, GRBK, EPM, PRTS, and SPHR. Tune in to find out more about the stock market today.
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