The infamous Fed Dot Plot showed most committee members are forecasting three rate cuts in 2024. For those of you who’ve been hiding out in the woods since 2009, rate cuts can act like rocket fuel for many, many stocks… and poison for others.
And we could get three hits of it this year. And this isn’t counting 2025. So we’re going to look into three sectors that will be rocked up (and down) by cheaper money, and three specific stocks in each sector to trade.
I’m looking at a commercial REIT in the data center segment, a bearish play on a financial that can’t rally with its sector-mates and a tech stock operating in the Cloud, the “Internet of Things” space and, you guessed it, AI. There’s a lot to get through here, so let’s get started…