u/Icy-Pay-8274

Investing for the "Misery Index" – Is it time to pivot to Staples (PG, MCD) and Energy?

Hey everyone,

Given the current geopolitical climate and the conflict with Iran, it feels like we’re heading toward a period of significantly higher gas and food prices. I’m anticipating a temporary but sharp drop in American buying power as the "Misery Index" (inflation + unemployment) potentially climbs.

I do think tech will perform well but am also looking to benefit from the prices of everyday goods rising.

I’m looking for ways to position my portfolio to benefit from (or at least hedge against) this consumer squeeze. Specifically, I'm looking at:

  1. Consumer Staples: I’ve noticed Procter & Gamble (PG) and McDonald's (MCD) are trading near their recent lows. AI analysis suggests these "defensive" plays historically outperform when consumer sentiment hits a trough because people "trade down" to essentials and fast food.
  2. Energy: With gas prices moving up, is it too late to jump into big oil, or is there still a runway here?

Questions for the sub:

• What do you think of PG and MCD at these current valuations? Are they true "misery" hedges or are they vulnerable to rising input costs (labor/commodities)?

• What other sectors or specific tickers are you eyeing to benefit from a squeeze on the American consumer's wallet?

• Are there any "inverse" plays you think are actually worth the risk right now?

Looking forward to your insights.

reddit.com
u/Icy-Pay-8274 — 21 hours ago

Various CNBC channels on YouTube

Sometimes i watch a video on CNBC's YouTube channel, then try to go back to the channel to watch it again. But I don't find it in their recent uploads.

That's because CNBC has several youtube channels. I've linked them here so you can also know the difference.

[CNBC International](https://youtube.com/@cnbci?si=Kvpv9QHOA1P9Anju)

[CNBC International Live](https://youtube.com/@cnbcinternationallive?si=z8TEvRevvbSec3U-)

[CNBC](https://youtube.com/@cnbc?si=K-C5VtzBrYvZ1srg)

Hope this helps!

u/Icy-Pay-8274 — 3 days ago

Mastery comes from repetition

do not keep changing content/introducing new content. do not award xp for unlocking new stages. instead, give xp for repeating the same exercise. currently the xp gain for repeating an exercise is 5-10. the xp gain for starting a new stage is 20-25. reverse this.

reddit.com
u/Icy-Pay-8274 — 4 days ago

Proof reading request - small dialogue

I'm trying to learn french by looking at / memorizing things that will appear in the exam i'm taking. Request anyone of you to read through the dialogue and suggest improvements.

Vous : Bonjour ! Excusez-moi de vous déranger. Je m’appelle Frank et je viens d’emménager dans l'immeuble, au deuxième étage. Je voulais me présenter et vous demander quelques renseignements sur le quartier, si vous avez un instant.

Le voisin : Bonjour ! Pas de problème, bienvenue dans l’immeuble. Moi c’est Marc, j’habite au troisième. Vous venez d’où ? Et que souhaiteriez-vous savoir exactement ?

Vous : Je viens d'Italie. Je me suis installé ici il y a deux semaines pour des raisons professionnelles. Est-ce que le quartier est calme ? Et sauriez-vous s’il y a des commerces de proximité, comme une boulangerie ou un supermarché ?

Le voisin : C’est plutôt calme la nuit, mais un peu animé en journée à cause du marché le mercredi et le samedi. Pour les courses, il y a une excellente boulangerie juste au coin de la rue et un supermarché Leclerc à dix minutes à pied. Le bus 12 passe fréquemment et dessert directement le centre-ville.

Vous : C’est parfait, je vous remercie. D’ailleurs, étant assez sportif, je me demandais s’il y avait un parc ou une salle de sport dans les environs. Et globalement, l’ambiance au sein de l’immeuble est-elle conviviale ?

Le voisin : Oui, il y a un beau parc à quinze minutes où l’on peut courir ou faire du vélo. Il y a aussi une salle de sport très correcte à un prix abordable. Les voisins sont globalement sympathiques ; nous organisons d’ailleurs un apéro collectif en été. Si vous le souhaitez, je pourrais vous présenter aux autres résidents.

Vous : C’est une excellente initiative, j’accepte avec plaisir ! Je ne vous retiens pas plus longtemps, mais je vous remercie pour cet accueil. Au plaisir de vous recroiser.

Le voisin : Avec plaisir ! N’hésitez pas si vous avez d’autres questions. Bonne installation !

reddit.com
u/Icy-Pay-8274 — 6 days ago

Looking for ways to generate income online

I'm unemployed and live with my parents in India. I'm a 32 year old male. Debt free. No wife/kids. I just want to put my thoughts in one place and also ask for feedback/help on my situation.

A bit more about myself: I have a bachelors and masters degree in electrical engineering, however, I don't want to go into the Electrical engineering field. I also have a 6 year gap on my resume (which makes it almost impossible to find a job in tech/engineering in India).

My aim WAS to immigrate to another country and make it as a software engineer. But now I think that is far fetched. My parents are fortunately very supportive. At a younger age I would've been ready to do another Masters degree and try my luck, but now I feel burnt out. Of course I know that I'm very privileged to have free housing and meals everyday. But if immigration to another country is my goal, should I consider another master's degree?

Right now I'm learning French - for two reasons:

  1. I plan to start teaching French once i reach an intermediate level in the language.

  2. I want to apply for Canadian PR. Having french proficiency makes it a lot easier to get PR.

I'm also thinking of looking into learning how to day trade gold/crypto/forex.

I'm looking for other ways to generate income online. I asked ChatGPT and it said that my other options are to learn video editing, although this is a very competitive space. It also suggested that I learn python / SQL to try to become a freelance Data Analyst.

Are there any other options I need to be looking at?

Thank you.

reddit.com
u/Icy-Pay-8274 — 6 days ago

Shouldn't this be "Quels sont les noms de tes voisins" ?

and if it really is a mistake, should i continue learning from this channel?

youtu.be
u/Icy-Pay-8274 — 6 days ago

Need help with differentiating /ɛ̃/ from /ɑ̃/

Cinq / pain - are these pronounced the same?

i have been learning to say

  1. pain as how google translate says it (i request you to input it yourself) like paa + nasal n.

  2. cinq as the english word "saw" + nasal n + k

But i've been told that

  1. cent (not cinq) is - saw + nasal n

  2. cinq = the English word "sank"

should pain also be pronounced like cinq, as in the english word "sank" without "k" ,and "s" replaced with "p"?

Merci d'avance.

reddit.com
u/Icy-Pay-8274 — 6 days ago