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With inflation being a hot topic this week, Mish looks at some top symbols held by Horizon Kinetics Inflation Beneficiaries for new ideas for inflation plays. Of course Mish adds a few of her own picks as other possible options for an inflationary environment.
Mish does something a little different by taking you through the top Renaissance Capital holdings that are heavy in the tech space. She takes a deep dive to see if there are any strategic moves to make while the market is extremely tough.
The market is at a very pivotal point right now, we are either in for a much deeper correction or this is another dip into support. Mish weighs the evidence and dives into the macro, looking at where we should potentially be putting our money as we go forward.