google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 January 2025 - MarchéEconomics

January 30, 2025

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January 2025 Stock and Fund Picks

January 30: Earnings growth is continuing to keep P/E ratios in check. Luckily high (P) valuations haven't eliminated all areas of relative value. Looking at stocks and funds outside of our borders is one place were value remains. Small-cap stocks is another. CEFs offering value and income are in the Agency MBS space and include BKT and PGZ, for example. The FED is on hold with interest rate cuts because of policy uncertainty. The biggest area of policy uncertainty involves…