Utilities looking good now, probably a good idea to have some defensive exposure, now is a good time to get some of it with
NEE
here.
Mega cap tech is over extended and although rates likely peaked and we see inflation come down, it will come down for the wrong reasons as we enter a recession most likely, so I'd try to be cautious with cyclical risk.
Best of luck!
Cheers,
Ivan Labrie.
NEE
here. Mega cap tech is over extended and although rates likely peaked and we see inflation come down, it will come down for the wrong reasons as we enter a recession most likely, so I'd try to be cautious with cyclical risk.
Best of luck!
Cheers,
Ivan Labrie.