Keeping Freeport-McMoran (FCX), BHP Group (BHP), Cemex (CMX) On Your Radar

Hillary Kramer says tech is not crashing, but will probably lag until later in the summer. The "real heat" in today's markets remains to be inflation, and she says this is what a cyclical boom feels like. Her top tech stocks are Shopify, Roku, and CyberArk Software, while her broader picks include Freeport-McMoran, BHP Group, and Cemex.

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27 May 2021

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Keeping Freeport-McMoran (FCX), BHP Group (BHP), Cemex (CMX) On Your Radar

Hillary Kramer says tech is not crashing, but will probably lag until later in the summer. The "real heat" in today's markets remains to be inflation, and she says this is what a cyclical boom feels like. Her top tech stocks are Shopify, Roku, and CyberArk Software, while her broader picks include Freeport-McMoran, BHP Group, and Cemex.

The Watch List

27 May 2021