Fed Goes Big! What Should You Buy NOW?

Group 1: Federal Reserve Actions and Market Impact - The Federal Reserve cut interest rates by 50 basis points in September, indicating further cuts are likely through 2024 and into 2025 [1][3][4] - Historically, lower interest rates benefit bonds, gold, and rate-sensitive sectors like real estate and utilities, while small-cap stocks tend to perform better due to their higher debt loads [3][5] - The Real Estate Select Sector SPDR Fund (XLRE) increased by 17.3%, Utilities Select Sector SPDR ETF (XLU) rose by 12.3%, and SPDR Gold Shares ETF (GLD) climbed by 10.6% over the last 90 days [2] Group 2: Investment Opportunities - Centrus Energy Corp. (LEU) is highlighted as a strong investment due to the increasing demand for processed uranium and its role in the nuclear energy sector, which is a reliable and carbon-free energy source [6][9] - M/I Homes Inc. (MHO) is recommended as a home builder to invest in, with expected earnings per share of $20.76 in 2025, reflecting a more than 15% increase since the last quarterly report [10][12] - Analysts predict significant upside for MHO shares, with a target price of $210, indicating a potential for growth as interest rates decline [11][12]