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by aaronrobinson 1520 days ago
Look for companies and industries that can pass rising costs onto customers more easily. So typically staples over discretionary. Fuel, food, medicine.
1 comments

Just have a look which companies did good during corona, or which businesses were not affected by the lock down. Those are the real essential ones, which will be safe in a recession.
Walmart barely had even a hiccup.

https://finance.yahoo.com/quote/WMT/

Look at the 5y chart and see if you can even tell when the 35% drop to the rest of the stock market was.

This is a very different setup than 2020. Governments are done dumping trillions of dollars on the problem.
As long as there are cronies there will never not be bailouts