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Posted by
Two Blokes Apr 19 -
Filed in
Stock
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2 views
The market has shifted from tech to defensive stocks, with real estate and consumer staples outperforming due to tariffs and trade wars. US companies with high foreign sales exposure are struggling, while non-US stocks benefit from an international backlash against US tariffs. My buy list is narrowing, focusing on undervalued, high-conviction dividend growth stocks like Blackstone and Alphabet, despite market volatility.
