While recession risks are rising and stocks are falling, we’re growing very bullish on a particular group of stocks in the market.
- The best thing to do during bear markets and crashes is to hunker down in stocks that will soar once the downturn passes.
- The Fed is fully committed to stomping out inflation, but it will take a lot of rate hikes and some significant economic cooling to get there.
- Regardless of a recession, solid growth companies will continue to grow their revenues and earnings at a very healthy rate over the next several years.
That may sound scary. But it shouldn’t be.