The DC Today - Wednesday, February 28, 2024
DC Today Wednesday from Brian Szytel, Co-CIO, Senior Managing Partner at The Bahnsen Group
The Dividend Cafe · The Bahnsen Group
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Show Notes
Today's Post - https://bahnsen.co/3SZYlea
The sectors that have historically performed the best following a rising Real Fed Funds rate in the past have been defensives like Staples, Utilities and Energy. The latter is obviously subject to commodity volatility in WTI, but its worth noting the strong out performance in Q4 results in Staples. We have exposure based on the bottom up fundamentals we like, but if there were also a part of the market to be watched with a contrarian lens as breadth shifts from tech elsewhere, these are on my list.
Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com