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Stock impact report

Forget The Noise - I'm Preparing To Deploy More Capital Than Ever [Seeking Alpha]

Union Pacific Corporation (UNP) 
Last union pacific corporation earnings: 4/23 08:00 am Check Earnings Report
US:NYSE Investor Relations: up.com/investors
Company Research Source: Seeking Alpha
Despite headline risks from the Iran conflict and inflation, I remain bullish and am preparing to deploy the most cash ever into cyclical value stocks. My investment focus is on transportation stocks such as Union Pacific, Canadian Pacific Kansas City Limited, and Old Dominion Freight Line, housing such as QXO and Builders FirstSource, private equity firms Brookfield and Ares Management, and select tech such as Amazon, targeting areas with re-shoring and growth tailwinds. I believe the "run it hot" thesis—accepting higher inflation to stimulate growth—supports U.S. economic resilience and creates hidden value beneath market volatility. Mlenny/E+ via Getty Images Introduction Earlier this year, I remember saying that this is one of the most challenging market environments in years. Not because I struggled financially, but because we were dealing with so many forces, including a very early (super fragile) economic rebound, massive This article was written by Analyst's Dis Show less Read more
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