Stock Opinions by Anastasia Amoroso, Chief investment strategist, iCapital

COMMENT
Can gold be a hedge in a recession?

It can, but don't own gold now. You buy gold when inflation is rising (and the Fed does nothing) or there is a recession coming. She sees neither coming.

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COMMENT
Disney and Charter reach deal

Content is king, but so many are producing content which is expensive to make. So, it's hard to compete in this sector and distributors have been struggling. Linear TV is dying.

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COMMENT

Today's CPI report was positive. CPI rose 0.1% month-over-month, which is on pace for 2% annually. Good. YOY it was 5% in March vs. 6% YOY February. A serious decline. Also, super-core inflation (services ex-shelter) declined YOU and MOM.

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COMMENT
A Comment -- General Comments From an Expert
US banks

Doesn't like bank stocks now. But it's positive that the outflows from the small regionals has stopped and now there are some inflows. It comes down to competition for deposits and the online savings rates are much higher than what the banks are paying. So, the banks will have to raise their rates which will reduce their margins. Bank preferred shares are interesting, though.

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COMMENT
The market has already priced in a lot of the current bad news. The market is a coiled spring; positive news out of Ukraine could unleash a powerful relief rally. But what if oil and wheat prices stay this high and rising wages don't keep up with inflation? The global economy is already slowing. She doesn't see a screaming buy in the market, at least not yet.
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COMMENT
A Comment -- General Comments From an Expert
Oil stocks She would not exit energy. Crude oil prices are around fair value today. Demand is rebounding strongly and supplies are a big question. American oil companies are making lots of money and are trying to ramp up production all bodes well for energy shares. Also, oil stocks pay good dividends and you need dividend payers now. She's rather hold a cash-flowing asset than sell it.
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