Weekend Digest #239: OPEC Cut, March IMF Portfolio Buys, Aggressive Portfolio Q1 Recap
Remaining bullish on energy, my buys for March including several updates on banks, and recapping the aggressive portfolio's Q1 results.
Summary
Oil surges after a surprise OPEC production cut. Energy remains a great holding for 2023 as central banks can't ease monetary conditions without spiking oil prices.
IMF Buys for March -- picking up lots of bank stocks plus a few other names at bargain prices.
Aggressive portfolio: Up 5% for Q1. Quick rundown on winners, losers, and some individual …
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