ππIs Stagflation some kind of a horse? No it is just a combo of high inflation + slow growth - the economic equivalent of being stuck in traffic while petrol price keeps rising.
Thanks to Trump & the Iran war, oil has skyrocketed over USD 100, tariffs are back, hiring is slowing & consumers are feeling the pinch. Trump's rhythm - unpredictable, loud & dramatic keeps markets on their toes.
How should investors invest if the stag decides to visit?
HALO: Heavy Assets, Low Obsolescence
$Utilities Select Sector SPDR Fund(XLU)$ - Pure play on utilities - electricity, water & gas. These are the ultimate low obsolescence assets that people need in every economic cycle.
XLU is resilient in inflation, recession & stagflation.
HALO Pillars: Regulated cash flows, essential services & irreplaceable networks.
Dividend Yield: 2.4%
Performance: Up 19% in 1 year.
In stagflation XLU is the HALO defensive general - stable, essential & less volatile.
@Tiger_comments @TigerStars
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