Goofy posts,
I would go long ultra luxury (the rich won’t be affected) and short middle class (who always take it in the hindquarters), I would go long stable houses like Berkshire and short Saul’s and similar.
I agree on the Berkshire. Worked well the last time everything “hit the fan”.
intercst
I disagree that is betting on macro econ instead of investing based on fundamentals. Always a mistake. Macro econ does not determine any actual success for a corporation.