Last 3 yrs have been a great run in the markets. 2022 has started a little rough but was just wondering how others are playing the game this year. What's your top two sectors? Top two stocks? Omnicrom, inflation, labor shortage, interest rates rising, supply chain disruptions, politcal midterm elections, international conflicts on the horizon all waiting in the wings. On the other hand wages are up, savings are up, business orders and backlogs are up and a lot of cash on the sidelines. My top sector picks are : Energy and Financials My top two plays are: Metaverse play AAPL and Semiconductor equipment chip play ASML
I think supply chain reinvestment in the US is a good area. Real Estate, while not being liquid is my best play.
