Today's Post - <a href="https://bahnsen.co/3SZYlea">https://bahnsen.co/3SZYlea</a>
The sectors that have historically performed the best following a rising Real Fed Funds rate in the past have been defensives like Staples, Utilities and Energy. The latter is obviously subject to commodity volatility in WTI, but its worth noting the strong out performance in Q4 results in Staples. We have exposure based on the bottom up fundamentals we like, but if there were also a part of the market to be watched with a contrarian lens as breadth shifts from tech elsewhere, these are on my list.
Links mentioned in this episode:
<a href="https://thedctoday.com">TheDCToday.com</a>
<a href="https://dividendcafe.com">DividendCafe.com</a>
<a href="https://thebahnsengroup.com">TheBahnsenGroup.com</a>

The DC Today - Thursday, February 29, 2024

The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business.  He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).