WealthTrust: 30% Cash, Tech Will Underperform
Our trend analysis indicated a need to add to cash positions and are currently holding about 30% there. We've also added precious metals and defense.
Recent
iSectors: Bitcoin Is the Best Thing That Could Happen to Clean Energy
Implying that Bitcoin is an existential menace that jeopardizes human life because of its “carbon footprint” is hyperbole. Consider the bank itself.
BlackRock: Stagflation Shock Is Here
The impact of the Russian invasion of Ukraine presents the global economy with a stagflationary scenario. This is a real possibility now.
Rareview: Breaking The Glass
Friday's data raised the stakes for the Fed to true Old Testament levels. If you read only one policy preview comment this week, this is it.
Get The Right Tools And Take A Vacation From The Market Morass
Wealth managers picked Emotomy as their favorite portfolio construction suite. If the name is new to you, we'll give you an inside look next week.
AAMA: Does It Even Matter If They Call A Recession
The market is less vulnerable to further shock than the beginning of the year. So while we may not be at the bottom, investors can find comfort here.
3D/L: The Bear Part Two
The bulls may be back, but sentiment remains depressed, markets remain stressed and looking for a final moment of capitulation may be a mistake.
