If wall street want to steal retails lunch money they will blitz BTC to the next point of equilibrium 104k, $MSTR looks interesting with the recent negative news and high beta , also plays into the christmas rally historical performance
While everyone is chasing tech, there is clear opportunity in consumer staples (XLP), one of the most beaten down giants Mondelez (MDLZ) is at a 5 year support level and could beat the market in the near future
The bullish case for $MDLZ (Mondelez) is built on ironclad fundamentals:
Global Brand Moat: Oreo, Cadbury, Ritz. These are recession-resistant, non-negotiable snacks. You can raise prices when input costs rise.
Emerging Market Growth: Significant revenue growth is coming from emerging markets. This geographic expansion is key to unlocking the next decade of compounding.
Consistent Cash Flow: This is a cash flow compounding machine. Strong Free Cash Flow fuels the reliable dividend,
Short-term margin pressure is noise. Long-term, you bet on brands that own the shelf.