Trade Alert: Industrial Stocks Under Fire From All Sides
Industrial suppliers expect new shutdowns from China’s zero-Covid policy to hit supply lines in the coming months. Manufacturers and distributors are switching from “just-in-time” inventory systems to “just-in-case” inventory philosophies. Jim and Dan recommend a fund heavy in industrial sector companies as the sector is at risk of reporting lower margins and sales volumes in the coming months, which will depress its stock price.
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