Time For Consumer Defensives
Update: 2025-06-09
Description
In this episode I talk about
- Labour market showing resilience, Musk vs Trump, Trump and Xi.
Earnings:
- DG, DLTR, MDB
Focusing on consumer defensives, how they've outperformed SPX ytd and why the future looks promising for them. MDB is more growth focused, but a valuable company that has been doing well both as a organisation and as a stock.
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