Bullish: Stocks to Outperform In 2023
Channel: Stock Docta' Trading
Date: 2022-12-29

#stocks2023 #healthcareSector #EmergingMarkets #stockmarket2023 #shorts 
Real quick before we go, any opportunities in this market? Where do you put long money? If you're long, something you need to be short, something as a hedge. So if you think about the names that we don't like, some of the areas that we think are interesting health care write simple investment thesis. Nobody wants to die. Even if you go into a recession, I think commodities as well.
So things like uranium, copper, silicon, carbide for electric vehicles, prices will stay better than what you think. And then emerging markets, I mean, if you think about it, the US is tightening, but China is finally getting off of zero cobalt. So I think emerging markets is also interesting and so people want diversified exposure. You can look at the ECM, which is a great way to get to that in the United States, because if the S&P goes to 3000, which we think it will, pretty much everything that I'm talking about will probably get hit, too.
To some degree, that's why the shorts are so important. That's how we've made money this year is driven by our shorts. Obviously not the longs.

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