Jonathan Hoenig: Now is the time for caution when it comes to stock portfolios
1 sourceUpdated Oct 23, 20261 min read
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What each side asserts, disputes — or leaves out entirely.
Whose framing of this story rings truest to you?
Hoenig has a point on caution but I'm holding steady on quality dividend stocks that should weather any slowdown.
With rates climbing and volatility up, I'm shifting more of my holdings into cash and bonds for now.