Good news Wednesday. The DOW was up yesterday but well off its high of the day. The National Activity Index rose yesterday confirming the information in the attached article. Quote from the article: "Some sectors have sprung back to life more decisively than expected, and they include retailing and manufacturing."
The stand out in the investment world yesterday was silver which surged over 7% and is now trading over $22 per ounce.
After the 10 year bull market in stocks and the bounce back since the March drop it is hard to find sectors to could be considered undervalued. The second attached article identifies one place where big investeors have started looking for value. In full disclosure we have significant positions in this sector.
Walmart is paying bonuses to employers again.
Coca-cola says the worst is behind them.
Let's talk about inflation and demographic shifts.