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Economy

bucolic_frolic

(51,442 posts)

1. Saw 2 rec's for mid-caps last summer. That was a prescient call that remains timely.

Reply to mikelewis (Original post)

Wed Feb 19, 2025, 09:14 AM

Feb 2025

I don't think there's a lot to be wrung from supply chain, reshoring, realignments. Or it's better classified under AI and computer-aided manufacturing.

Emerging market growth, as well as commodity plays (minerals, energy, precious metals), are on my radar.

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How to adjust your portfolio in the midst of all this madness... [View all] mikelewis Feb 2025 OP

Saw 2 rec's for mid-caps last summer. That was a prescient call that remains timely. bucolic_frolic Feb 2025 #1

I agree... it's a mad dash for minerals everywhere... mikelewis Feb 2025 #2

I am more concerned BonnieJW Feb 2025 #3