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2/1/2021 01:44:06 pm
I like your utilization of basic economic fundamentals. (money supply, stimulus, valuations) I don't like the inevitable outcome of the picture being painted. With so much money already in cash, equity prices artificially inflated because of historically low rates, where does an investor go? Maybe precious metals, commodities, real-estate? Maybe a shift to bonds, to buy and hold, when rates have actually risen? A real eye-opener. Leave a Reply. |
AuthorDan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund. Archives
September 2023
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