Miner Company
The Market Just Got Riskier -- And I Couldn't Be More Bullish
The current market anxiety over Iran-driven oil shocks and stagflation risks is generating attractive buying opportunities in cyclical value stocks. I remain bullish on sectors, like transportation, basic materials, energy, and housing, despite recent sharp pullbacks in names, such as ODFL, QXO, and CSL.
The current market anxiety over Iran-driven oil shocks and stagflation risks is generating attractive buying opportunities in cyclical value stocks. I remain bullish on sectors, like transportation, basic materials, energy, and housing, despite recent sharp pullbacks in names, such as ODFL, QXO, and CSL.