Latest / Rigatoni Capital Podcast
Why I Watch the 52-Week-Low List: Is L3Harris a Buy?
PPI came in line this morning, up 0.4% for the month but still a tad hot at 5.4% year over year on an energy spike. Rate-hike odds firmed toward roughly two thirds for next week, and I admit that if Friday's CPI runs hot too, I will finally concede the hold call I have held all along. It does not change how I invest either way, and I even walk through why a hike could paradoxically pull long-term yields down and give stocks room to rally.
The heart of the show is my contrarian habit of scanning the 52-week-low list, doing the opposite of most investors who avoid falling knives. That pulls me…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.