TDI Podcast: China Stimulus, FOMC and Stocks That Could Fly (#279)

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.



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)


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