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RE: LeoThread 2024-11-19 11:14

in LeoFinance3 days ago

Part 3/4:

Shenfeld sees potential opportunities in certain cyclical stocks that are still trading cheaply, as if a recession might be on the horizon. However, he cautions that if interest rates remain elevated, it could be very challenging for certain areas, particularly in housing and some industrials that are pricing in a resurgence of demand next year.

Industry Structure and Affordability