There are times in the market where it seems in retrospect obvious which stocks to buy: for example, Zoom and Microsoft early in the pandemic, $CALM during the egg price stories and oil producers when Russia invaded Ukraine. Right now, what are your “obvious” trades that you are doing that when the market reprices, you should get higher returns. For me, I think the Fed will inevitably cut rates later this summer so I am long TLT but curious but what everyone else is doing for their trades that should pay off soon.
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