Summary
It was another very volatile week for stocks.
• We see multiple sources of trouble on the horizon for the economy,
including a pending catalyst that could shock consumer budgets.
• For now, cash flow is strong and the dividend is secure, but if
things get worse later this year, the narrative could quickly
change.
• We are selling pops and waiting for substantial drops to redeploy
capital.
• This idea was discussed in more depth with members of my private
investing community, BAD BEAT Inves ting.
https://seekingalpha.com/article/4590265-att-anyone-talking-about-this
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