This week on the show we talk about this continued rotation into Value and out of Growth stocks. What will it take to invalidate this thesis and also what would confirm that we're on the right track?
With dividend stocks outperforming we dive into our latest Young Aristocrats report, which is a universe of stocks that have consistently raised their dividends every year for between 5-9 consecutive years. We're looking for the "future" Aristocrats, companies that have raised for 25 straight years. Then we overlay our Technical Analysis to find the best risk vs reward opportunities from the long side.
Finally we answer some questions and discuss what the bond market would need to do to spook us. Sprinkle in some US Dollar conversation and a new price target for Bitcoin, and boom you've got yourself a show!