We continue to focus on investments that have the most potential for profits as masks come off and the infrastructure bill moves through Congress. We own transports, steel, housing market, financials, oil services.
The market continues to trade sideways. The technology sector, which did so well during Covid, has been the biggest drag on the market. For now, at least, the charts indicate this is normal market volatility and not the start of a bigger correction.
I’m making a tweak here. Substituting one really good investment for another. Only difference is the dividend that is paid. If the market continues to trade sideways, the higher dividend will be a benefit.
This strategy continues to provide stability during market volatility.
10-year treasury yields continues to hold steady in a range around 1.65%. Inflation fears are not being exacerbated.