Lance Roberts, Chief Investment Strategist for Clarity Financial and the Editor for Real Investment Advice.com, explains his concern for a possible "capital destruction event" over the next 24 months, once the "everything bubble" inevitably bursts. Lance Roberts discusses how he is positioning his clients in defensive stocks such as CVS, JNJ, PG, and retailers such as TGT, DG, WMT which could benefit from downshifting consumers in recession.
Roberts owns NVDA which he calls “fundamentally cheap”. He is bearish on TSLA for reasons including . . .
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