Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How the Fed's Rate Path Shapes Your Stock Picks
In this episode of Stock Picking with Fexingo, Lucas and Luna drill into how the Federal Reserve's rate decisions in late August 2026 are reshaping stock selection. With the S&P 500 near 7,676 and small caps down 2.1 percent over the week, they explore why rate-sensitive sectors like banks and energy are trading differently, and how a stock picker should read the yield curve. Using Chevron's 2.1 percent weekly gain and Microsoft's 4.0 percent rise as live examples, they debate whether dividend stocks or growth names deserve a bigger weight in a concentrated portfolio right now…
The skinny
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