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'Own what the Mother of All Bubbles crowd doesn't.' This market strategist expects stagflation and is investing for it now.

Por: MarketWatch Business August 21, 2023

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This coming challenge for U.S. stock investors, in a word, is stagflation, McCullough says. Stagflation — higher inflation plus slow- or no economic growth — is hardly a bullish outlook for stocks, but McCullough’s investment process looks for opportunties wherever they may be. Right now that’s led him to put money into health care, gold, Japan, India, Brazil and energy stocks, among others. In this recent interview, which has been... + full article



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