Your question is Federal Reserve and Portfolio Allocation. Take a moment with it on the right.
Talk me through your thinking if you like. When you're confident, submit your answer and I'll grade it like a real screen (7/10 or better passes).
What is your view on the Federal Reserve, and if you had $100K, how would you allocate it? Pitch me a stock and walk me through your process for finding and validating the idea.