Election Volatility, US Dollar & Rates, International – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Bullish:

$HC - Bullish on healthcare due to aging global population, demographic trends, and political factors favoring older voters.
$NATURALGAS - Bullish on natural gas, particularly due to underpriced demand from data centers.
$INTLVALUE - Anticipating a rotation into international value stocks, which may have already begun.
$FINANCIALS - Eager to invest in the financial sector based on prior research and analysis.
$NVGS - Bullish on NVGS, citing its quality as a compounder, attractive valuation, and good earnings growth.
$TECH - Bullish on mega-cap tech stocks, especially if Harris wins, due to their world-class business status and potential for growth.

Bearish:

$UTILITIES - Expecting continued weakness in the utilities sector.
$REITS - Bearish on REITs due to their sensitivity to interest rates and potential market top.
$OVERGROWTH - Concerned about overvalued growth stocks, along with utilities and REITs.