google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 November 2018 - MarchéEconomics

November 9, 2018

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November Stock and Fund Picks

Week 1 (Nov. 1 - 9): The October sell-off has created opportunities for stock pickers.  On the other hand, Friday's hot inflation read means the market is now sure of a Dec. Fed rate hike.  As Warren Buffet warns,  "Interest rates are like gravity to stocks."  A more mechanical rationale for this phenomenon is that the higher the interest rate the higher is the discount rate on expected future earnings for stocks.  This simply lowers their present values. If you're…