As I’ve commented on a few times this summer, rising interest rates and a flatter yield curve have been applying pressure on the economy. One area in particular that has seen a fairly strong slowing is the housing market, with home builders and related housing stocks down significantly from their highs earlier this year. I…
What’s the Safest Long-Term Investment Theme When it Comes to Stocks?
I suppose I should define “safest” before giving my opinion. If we define safety as our confidence that the industry, business model or product will withstand the test of time, I believe the safest long-term investment theme is food. Think about it for a minute. Everyone eats food. Not everyone buys a smartphone, an electric…