The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: CHRW, SJM, MDLZ, PEP, HSY, UPS, FDX, AMZN, HRB, INTU, and WBA.
In today's class, we looked at the strong move in yields, commodities and USD today and how it impacts risk appetite and how it conflicts with the stock market's reaction to the CPI and PPI reports in the past two days. We also discussed managing a portfolio according to expectations vs price action.
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