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Weekend reads: If you agree that inflation has peaked, buy stocks in this sector

If everyone agreed about the direction of the economy, investing would be easy. But there are mixed signals about whether the rate of inflation has peaked, at least in the U.S.

If you are among those who believe that inflation has peaked, Michael Brush recommends doing some bargain shopping for stocks in this sector.

More bullish opinions:

Some different takes on inflation

Vivien Lou Chen looks back at previous cycles of Federal Reserve efforts to fight high inflation. Here’s what she found.

More about inflation and how it is tracked:

A bear-market rally?
Alex Kraus/Bloomberg News

Last week’s 7% rally for the S&P 500 SPX, -1.63% has some investors believing the stock market has bottomed. But it was probably a typical bear-market rally, according to Charles Schwab’s chief investment strategist Liz Ann Sonders, who was interviewed by Christine Idzelis.

Mark Hulbert: Stock-market timers have been too quick to leap into the rally — and that’s a risky sign

Here’s a way to push up your stock price
MarketWatch photo illustration/iStockphoto

Hundreds of companies have exited Russia, and the stock market has tended to reward them, according to research done at the Yale School of Management.

Consider these surprising locations for lower taxes and good Asian food

The Midtown Plaza in Carmel, Ind.

Courtesy Hamilton County Tourism

Silvia Ascarelli writes the “Where Should I Retire?” column. This week she helps a man who wishes to relocate his entire extended family to an area with low taxes, good weather and plentiful options for Asian food. Here are three possible locations.

Check out MarketWatch’s retirement location tool for your own custom search. It includes data for more than 3,000 U.S. counties and lets you pick the factors that are most important to you.

A longshot effort to rein in big tech

Sen. Amy Klobuchar (D., Minn.) has co-sponsored the American Innovation and Choice Online Act with Sen. Chuck Grassley (R., Iowa).

Getty Images

Democrats have majorities in the House of Representatives and the Senate (when two senators who tend to vote with them and Vice President Kamala’s ability to cast tiebreaking votes are added in), which makes it is possible that Congress will pass a bipartisan bill to regulate the largest tech companies and curb anticompetitive practices.

Apple AAPL, -3.86% and Amazon.com AMZN, -2.52% have already started to push back against the proposed rules. Jon Swartz reports on how likely it is a for the bill to be passed this year.

Growth stocks have been pummeled — is it too late to focus on value stocks?
FactSet

The S&P Composite 1500 Value Index has fared quite well this year against the S&P Composite 1500 Growth Index.

Mark Hulbert discusses how performance of value strategies can revert to the mean over time. But it may not be too late to ride the trend. Here are 10 value stocks recommended by top-performing investment newsletters Hulbert monitors.

Small-cap growth stocks are amazingly cheap
iStockphoto

While value stocks have held up well, something fascinating has happened with small-cap growth stocks, setting up an opportunity for long-term investors.

Another transformation for Facebook and Meta Platforms

Meta Platforms chief operating officer Sheryl Sandberg and CEO Mark Zuckerberg.

Kevin Dietsch/Getty Images

Facebook holding company Meta Platforms FB, -4.06% will change its stock ticker to META on June 9. The company is going through another significant transition as Sheryl Sandberg, its chief operating officer for 14 years, steps down. Sandberg was instrumental in building the Facebook’s advertising business, which provides nearly all of Meta’s revenue.

Here are some looks ahead for Meta, Zuckerberg and Sandberg:

Pushing back against the ‘Fed put’

In an interview with Gregg Robb, Federal Reserve Bank of Atlanta President Raphael Bostic defends his suggestion that the central bank pause its cycle of interest-rate increases in September.

A different cycle beings: Fed to begin quantitative tightening: What that means for financial markets

Musk wants Tesla managers back in the office. What about you?
MarketWatch photo illustration/Getty Images, iStockphoto

Tesla TSLA, -9.22% CEO Elon Musk was typically blunt, writing that the electric car manufacturer’s non-factory workers should “pretend to work somewhere else” if they don’t wish to return to their offices after years of working at home during the pandemic.

Here’s a sampling of reaction:

Retirement planning

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