The Fed will begin dialing back its QE program early next year.
We held onto our housing stocks when bond yields spiked.
Investors are wrongly viewing tapering and tightening.
AutoZone and Bank of America have upside potential.
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Rising gas prices lifted the performance of our energy investments.
Internet plays like Expedia and Priceline are poised for gains as economy rebounds.
As the economy mends housing stocks look attractive.
China’s economy is unlikely to have a hard-landing and demand for luxury brands like Ralph Lauren will remain relatively resilient.