GOLD, PSA: Stock Picks During Stagflation

The market has started discounting/ignoring much of the recent economic data, says Mark Falter. He discusses how stocks are giving back Thursday's gains. He also previews what to expect from March 22nd Fed meeting. He notes that he expects the Fed to raise rates 25 BPS. He says that investors should focus on higher quality and lower duration/maturity with max diversification. he then goes over identifying opportunities in a stagflation environment. Finally, he mentions his stock picks which include Barrick Gold (GOLD) and Public Storage (PSA). Tune in to find out more about the stock market today.

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17 Mar 2023

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