BUY, HOLD AND HOPE….OR?

 

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For most of your investing life it has been the suggestion from financial advisors, and those on the radio without financial credentials, just hang in there.  We have seen volatile markets before.

I am not suggesting a wholesale account liquidation. I am suggesting that there is a different, and possibly more profitable approach.

In Nov of 2021, I penned a special report “How will ESG Impact Your Investments”.  I discussed global energy demand, inflation, and The Federal Reserve. Over the past decade the Capital investment in the energy sector has been reduced by 2.4 trillion.  Now this colossal mistake is coming home to roost in the form of much higher fuel prices.

Our January 2022 Special Report, “Tremors”, highlighted the Oil Markets.  Oil has been a present factor in every recession since WWII.  Per barrel oil prices are at the highest price since the mortgage crisis.  Oil prices are determined by the global supply/demand, and the speculation will it go to $150 per barrel and will it be the final straw?  Are we on the brink of another recession?  What is the advice you are receiving on how to invest in these troubled times?

We believe the investment world has entered a new investment paradigm coming out of the Covid lockdowns.  Many investors, in our opinion, are positioned with the last decade in mind. In this new investment world, it may be more about energy and natural resources at the expense of high-flying technologies stocks.

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