TTG Weekly Update: July 12, 2024 - Inflation Trends and Portfolio Adjustments | Jim Kotagides, President , TTG Financial Inc. 00:10:00
Jim Kotagides, President of TTG Financial Inc., discusses the latest CPI report showing a third consecutive month of zero or negative inflation, the potential for upcoming rate cuts, and the impact of high interest rates on the economy. Jim also outlines TTG's strategy to trim positions in high-performing stocks like Amazon, Google, and Apple to reduce overall portfolio risk and prepare for a market rotation to interest rate-sensitive equities and value stocks.