China’s economy continues to slow, stimulus measures are everywhere. Stocks are reacting favorably to the notion that the FED is about to unleash a new round of QE. Woman are still spending and the big announcements this week: Apple and German courts on the 12th. Some stocks that we are watching and why inflation may be the best way to get this economy moving – but not how the FED is working it.
This episode is dedicated to my grandfather, Papa Freddie, who passed this week at the age of 93.
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Stocks that may benefit from China infrastructure Stimulus:
- Cliff’s Natural Resources (CLF)
- Cemex (CX)
- Gerdau SA (GRR)
- US Steel (X)
- AK Steel (AKS)
- Freeport-McMoRan Copper & Gold Inc (FCX)
- Alcoa (AA)
- Vulcan Materials (VMC)
- Nucor (NUE)
- SPDR Materials ETF (XLB)
Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….
Podcast: Play in new window | Download (Duration: 54:01 — 30.4MB)
