| [: Ʒ Ư ũ(valuewalk.com) 2022 9 28 Դϴ. ֽĿ ǰ Դϴ.]
* ó: ̼ (Michelle Jones), ũ , "In Search of Recession-Proof Stocks? Here Are Some Places To Look As A Recession Nears, 2022 9 28, https://www.valuewalk.com/in-search-of-recession-proof-stocks-here-are-some-places-to-look-as-a-recession-nears/
* ó: ̼ (Michelle Jones), ũ , "In Search of Recession-Proof Stocks? Here Are Some Places To Look As A Recession Nears, 2022 9 28, https://www.valuewalk.com/in-search-of-recession-proof-stocks-here-are-some-places-to-look-as-a-recession-nears/
ħü : ֽ . ƿ ִ ֽ ãƶ.
ʺ ħü ɼ ֱ , ħü ɼ ִ ȣ þ鼭 ħü ﵵ ½ ȭǰ ִ.
ݵ ĸ 巯˹з(Stanley Druckenmiller) κ ϴ ͺ ħü ϸ鼭, ߴ. JP 鵵 ֽ ϰ ִٴ ħü ӹߴٴ ǹѴٰ ߰, ̺ ġ(Ned Davis Research) ħü Ȯ 98.1% ߴ.
̷ , ֽĽ ڵ ް ϶κ ڽ θ ȣ ã , ̷ ֽ ã ʿ伺 Ŀ.
ħü ֱ
9 28 ֵ CNBC κ (Delivering Alpha Investor Summit) 巯˹з ÷̼ ǥ ݸλ ħü ̷ 2023 ȴٰ ߴ. ︸ ڴ ħü Ȯ , ߿ ħü ڽ "" ̶(, ħü ȮѴٰ) ߴ. ״ ħü ħü , ɰ ° ɼ ʴ´١ ߴ.
ٸ ϴ ó, 巯˹з 10 ʾ ȭå αݸ ߰, Ŵ ڻ Ǿٰ ߴ. ״ ȭå ްϰ ݴ ִٴ ϸ鼭, 忡 ߴ ε ݴ , 츮 ū ١ ߴ.
̺ ġ ֱ ڽŵ ۷ι ħü Ȯ (Global Recession Probability Model) ħü Ȯ 98.1% ߴٰ ߴ. ̷ ħü Ȯ ߴ ñ 2020 2008~2009 , ̾.
̺ ġ ٰ ħü ɰ ؼ 巯˹з ǰ ϸ鼭, κ ڻ ɰ ħü⺸ٴ ȣ ̶ ߴ.
, JP ǵ ̱ ħü Ȯ 92% ִ. ̴ 8 51% ̴. JP ʱݼ ħü Ȯ 96% ûѴٰ ߴ.
ħü (recession-proof) ? .
ڻ ް åǸ鼭, ڰ ħüκ ǻ . dzó ݵ 6 ؼ ½ 1700 ϶ߴ.
ȭ ڵ ݡ̶ θ, ݺ ٰ Ʈ , ũ, ٶ ٱ ְ ִ. ȭ 9 27 Ʈ ¦ 2 ȸ ݻߴ. Ʈ ٽ 19000 ߴ. 9 28 ݵ, 2 ߴ.
ڵ ħüκ ֽ ã鼭, ֽĽ忡 ã , ħü ֽ ٴ ƾ Ѵ. ڵ ãƾ ħüκ (recession-proof) ̶ֽ⺸ٴ ħü ƿ ִ(recession-resistant) ֽ̾ Ѵ. ̷ Ϻ ִ.
ݷɾ
, ڵ ó ʰ ִ ι ݷɾ ̴. , ħü ݷ ʾ, ߴ. , Ȳ ̱ Һ ü 3% ϶, ݷ 5% .
ݷɾ ħü ƿ ִ ̱ , ֽ ƴϴ. 켱 ֽ ݷɾ Ƹ̶ ִ (Chewy Inc: NYSE—CHWY). ݷ ǰ ȣ ݷ óǾǰ ̸ ߸ ݷ õ ǰ Ǹϰ ְ, ü Ȳ ̴ֽ. ְ ݱ 40% ̻ ϶, ڰ ϱ ŷ ִ.
, ƮƮ ϴ սDZ鿡 ְ ִٴ ̴. ͼ ܱ⺸ٴ δ. , ̷ --ħü ƿ ִ ϰ ִ-- , ż ȸ ִ.
ڵǰ
ħü ƿ ִ ٸ ι ڵǰ̴. , ڵǰ ڵ ް ִ ǰ 뵿 ٸ ħü ξ ŷ δ. ħü ڵ ξ ʿ䰡 , ̿ ڵǰ 䰡 ߴ.
ڵǰü ϸ Ƽ(OReilly Automotive: NASDAQ—ORLY) δ. ϸ ݱ 2% Ұ ְ ߴ. ƮƮ ͼ 鿡 ְ ִ Ȳ, ͷ ϸ ְ ־.
꽺 (Advance Auto Parts: NYSE--AAP) ߽, 帧 ̳ʽ Ǹ鼭 ϸٴ ŷ δ. 꽺 , ° Ǵ Ѻ ڸ ϴ ̴.
(AutoZone: NYSE—AZO) ְ 4% ϸ鼭, ༼忡 Ƽ ִ.
ħü: ̷ ߽ ֽ ε ݿ ż ȸ
, ݷɾ ڵǰ ħü ƿ ִ ƴϴ. ħü Һڵ ǼҺ翡 ص, ʼǰ ʿϱ ʼҺ . ķǰǸ Ǹ, ڿ, ȭǰ, ƿƼ ۵ ħü ƿ ִ δ.
ູߴ 庸 Ⱑ ξ , ˸ ڴ ڽ θ ȣ ִ.
ư ( ð) ħü ̷ ߽ ֽ ε ݿ ż ִ ȸ ͵ ̴.
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