Op-Ed: Energy and Health Care Are Attractive Sectors to Watch the Rest of the Year

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Op-Ed: Energy and Health Care Are Attractive Sectors to Watch the Rest of the Year
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Expect mid-to-late cycle dynamics to play out once the inflation scare recedes, meaning financial, energy and materials companies will do best.

Warren Buffett, Jack Bogle and Financial Planners Agree: When Stocks Are Down, ‘Don't Watch the Market Closely'

Granted, this is hardly a significant statistical sample. But it's the sample we have, and for a few reasons, history is likely to repeat itself this time around., according to a survey compiled by the American Association of Individual Investors. Over the years, when the market outlook is this one-sided, it's a good contrarian indicator that the opposite will happen.

Even so, inflation has likely peaked. Indeed, the upcoming data will have a hard time matching May 2021 comps. At the time, vaccines had just become widely available, which caused spending at retail stores and restaurants to spike as more and more people ventured out.So, what does all this mean? The easier-to-transport form of natural gas is perhaps the key to making Europe less reliant on Russian oil exports. The company dominates this market segment, delivering more than 65 million tons last year.

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