Look for stocks in the strongest sectors. Sector rotation happens as the economy goes thru its cycles. There are times in the year that some stocks are better than others. Right now, the strongest sector is Energy. Everyone still needs to drive a car and oil is used in a lot of manufacturing processes. If oil supplies are disrupted by the Ukraine war or other geo political risks, oil supplies will go higher. Oil supplies are also, capped. OPEC will not produce more oil to drive oil prices lower? Why would they do that? Joe Biden's continued war on US oil companies, guarantees high oil prices. They are now talking about taxing oil profits? Oil companies will just raise the price of gasoline. They are not dumb. US consumers will pay higher oil prices as a result.