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Consumer Staples Face Structural Headwinds: I'm Cautious With XLP And KXI
Seeking Alpha· 2025-12-30 02:21
Core Insights - The consumer discretionary industry is highlighted as having potential investment opportunities, particularly through ETFs like XLY, with interesting triggers anticipated for the next year [1] Group 1: Industry Analysis - The consumer discretionary sector is noted for its potential growth, suggesting that certain companies within this industry may be undervalued and present growth opportunities [1] Group 2: Investment Strategy - The analysis emphasizes a fundamental approach to value investing, focusing on identifying stocks that are undervalued yet have growth potential [1]
X @Tesla Owners Silicon Valley
RT Ale𝕏andra Merz 🇺🇲 (@TeslaBoomerMama)We got Schwab, well done.The way bigger issue is State Street.Do TSLA investors also hold big amounts of- SPY- SPYM- SPLG- SPYG or- XLYWe only have 24h left, so if you do, tell them NOW that you will sell your ETF if they don't vote with the Board.@SawyerMerritt @jasondebolt @CuriousPejjy ...