“Risk-adjusted returns on stocks versus Treasurys are not as compelling as they have been,” said Brian Nick, chief investment strategist at Nuveen" it is a self serving statement by someone at a bond house " “we wait for more clarity on trade concerns” among other risks, such as a resurgent U.S. dollar and the midterm elections this fall." I am not convinced of a resurgent dollar with a President who does not believe in a strong dollar and a clueless Congress with members from both parties.
Resurgent because of risks, not to do with what Trumpy wants or doesn't - seeing how he is also a reason for much of the risk.
this is great if you are long.... because the dumb money is far from convinced that the bull run is legit. risk adjust return? haha... 10 year is under 3%... sp500 forward earning yield is at 6%... not to mention the more robust QQQ... dumb money is so dumb. wait for clarity? that's even a dumber statement.... by the time it's clear to everybody, the price would be at a top. load up guys... the bull run has a loooooooong way to go.
By "barber" do you mean the chain smoking, overweight single mom that cuts your hair at the nearest Sports Clips franchise? She is on public assistance and doesn't invest in stocks. I don't think the service sector can be reliable in marking tops with stock advice any longer
my immigrant barber who owns 2 stores and lives in a house worth near a million. plus he has occasionally invested in the stock market based on your posts, if your relatives ask you about investments that will serve as a leading indicator.
Anyone remember the comments from Ray Dalio on Jan23? Obviously he needed to unwind some of his massive ETF exposure.