Sunday, 18 August 2024 14:07

Think Big with Inflation Cooling

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The July Consumer Price Index (CPI) data indicated that inflation is slowing, prompting speculation about a potential interest rate cut by the Federal Reserve in September.

 

 Ken Mahoney, CEO of Mahoney Asset Management, suggests that investors should focus on large-cap stocks, which have been performing well, particularly in comparison to small-cap stocks in the Russell 2000, where the majority of companies are unprofitable. 

 

He also expresses caution about sectors such as autos, airlines, and retail, noting a lack of enthusiasm in those industries. Keep in mind this combination of size and industry for the fall. 


Finsum: It’s important to keep an eye on leverage as interest rates fall this factor will greatly help the more levered companies. 

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