Is the Reddit revolution a sign of the top? Buffett and Shiller indicators flash extreme caution. Do social media companies foment violent extremism? Why the tech bubble should burst. International equities and commodities make sense.
The pandemic will end, the economy will recover, and interest rates will rise. The bond market’s 40-year bull run is over. Interest rates are rising, and bonds should be sold. The stock market bubble is poised
Political Uncertainty Continues Caution! Historically high valuations and exuberant sentiment Rising interest rates drive growth to value rotation Rising Covid-19 lockdowns could trigger a Q1 correction Antero Resources (AR) and Antero Midstream (AM) are compelling natural gas stocks The great
• Election results will be challenged in court and uncertainty could persist through January 5th. • The Senate appears to stay Republican, leaving a divided government, but that is not assured. • Both a $4 trillion tax hike and a
Technology stocks peaked on September 2nd. Our recent cautionary advice sets up election investment opportunities. We examine a blue wave and a potential Amy Coney Barret decided Trump Victory. Invest in value and sell growth. Commodities could boom. Cyclical turnarounds
The technology sector peaked on September 2nd and declined in September. Buffett and Shiller indicators show today’s market valuations are extreme. Trump’s COVID-19 diagnosis and the election are adding to market risk. The ratio of growth equities to value equities is