Ignore the Headlines Focus on Tactical Opportunity

If you have been following the news headlines regarding inflation, gas prices, global conflict, and of course us politics you have seen the Gloom scenario play out like a cartoon. while everyone is focused on lagging indicators such as the Consumer Price Index there have been some opportunities to map out a strategy to take advantage of volatility and yet plant seeds of progress for future growth.
If you have followed my last few posts from May until now you will see a surprising correlation to where the market and interest rates have followed. I've taken a contrarian approach to the gloom and doom scenario and selectively look for bargains and beaten down areas of the market semiconductors biotechnology and a few select indexes. I have done extremely well and look forward to developing a agile strategy for the second half of the year which will focus on some of the same ideals of tactical dollar cost averaging and utilizing agile interpretation of of 20 and 50-day moving averages. for giggles I have boosted my exposure and semiconductor ETFs to maximize my return. I have scaled down sizably in commodity related names that have been in play such as crude related and US gasoline related and focused on high dividend utility stocks for safety.
Moreover, for those of you that have followed me for a while you have done well. for those of you just joining I would encourage you to wait on the sidelines until after the next fed meeting for direction I have been a strong predictor of fed rates. you'll see from my last post and may I predicted accurately 75 basis points before it was discussed. while I think that 75 basis points might be in the cards for the next meeting there could be a dark horse strategy of a full basis point hike and then pausing for the next meeting.