Summary Q4 2020 is shaping up to look a lot like Q4 2018. The Fed spiked punch bowl is almost empty. You should be killing what’s left of your zombie stocks now. 2021 will be either a trickle down stagflationary depression or a growth from the middle recovery. The stock market will become more bifurcated in either situation with the ends of our barbell profiting as most other stocks suffer. […]
Coronavirus is causing severe human suffering. The equity markets are also suffering. However, valuations were looking for a reason to correct. The stock market can easily drop another 25-35%. Use this correction to move away from “old economy” disrupted investments and move towards “smart everything” and alternative energy world investments.
Each weekend I provide a quick review piece to help you find what you need most. I also include some “Quick Thoughts” to help put things into context. To start, here is the link to this week’s webinar: Euphoria, #Crash2020 & The Coming Retirement Crisis The stock market is on the verge of finally having a “euphoric” or “delusional” blow-off top. People have been saying this was right around the […]