Microsoft PCs on display at a Best Buy store in Secaucus, N.J. 

Melissa Repko | CNBC

It always turns out the same way: No matter what people might say, the beginning of an interest rate cycle always causes a change in command in the stock market. You must always change your mind, hold your nose, and buy what look to be some of the weakest names — the stocks that do best when rates go down, especially the housing-related stocks.



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