Hello Traders,
In my weekend report, I examined the recent stall in core inflation along with factors that could boost inflation as we look toward 2025.
While 2022’s investor experience with inflation and the S&P 500’s bear market might conjure up fears, there are sectors that are positively correlated to rising inflation.
That includes the consumer discretionary sector, which is where our latest addition to the Stock Trading Portfolio resides.
Let’s also take advantage of Bitcoin’s recent strength to raise our stop and protect gains on our Bitcoin ETF position.
Here’s a full breakdown of today’s model portfolio moves.
