Monday, February 20th. It still pays to be defensive
US markets closed for President's Day--but we're still here talking about the economy and inflation. Might the market misplace inflation coming down? Does it make sense to play defense? And why is opportunity cost a threat?
![Monday, February 20th. It still pays to be defensive](https://img.transistor.fm/IIpa46Tv5XdsnfXlTl0uHYHB4uGBDMYPHbodsvg1vR8/rs:fill:800:800:1/q:60/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzMxNDczLzE2NTU4/MzUxODAtYXJ0d29y/ay5qcGc.webp)