Simon suggests investors suppress the impulse to buy too much into day-to-day headlines and to chase investment products that promise to either hedge war risks or profit from them. He frames the backdrop for oil, consumer spending, inflation, and the markets and what to look for going forward. As always, he suggests the trajectory of corporate earnings growth will ultimately be the most significant variable for investors. He highlights Uber and Capital One as relatively inexpensive ideas to consider.
WIG Names: UBER, COF
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