Good morning,
The markets appear to accept a flat interest rate environment thru September. Oil prices, another key indicator, are impacting various sectors on a daily basis. My goal is to add positions that are immune to interest rates or oil. Ideally these positions have a catalyst for a positive net return. I discuss Molina Healthcare $MOH. I also look at Chevron $CVX vs. Exxon-Mobil $XOM valuations.