Catalyst Funds CIO David Miller in Barron’s

Inflation Is Cooling. What Stocks to Buy Now.

Happy days are here again on Wall Street. Stocks pushed their way to record highs after Wednesday’s consumer price index report showed a cool-down in inflation pressures. The Dow is less than 100 points from the 40,000 milestone while the S&P 500 cracked the 5300 level for the first time. Investors are now increasingly betting that the Federal Reserve will cut interest rates in September after a lengthy pause. That should boost earnings growth.