Markets Are Fickle – BofA Fund Manager Survey Perceived risks are shifting away from interest rates and inflation. The latest concern is ‘Peak Economic Growth’ implying that things can’t get much better. When all the experts and forecasts agree – something else is going to happen. The time to re-balance portfolios is approaching. Last week […]
TD Ameritrade Interview Phil Palumbo provides his take on the most recent rally which is part of the overall economic reflation trade. He sees areas in the market that are overvalued such as certain technology growth stocks, versus cyclical value stocks in airlines. Phil also sees secular tailwinds in post Covid-19 technology names like DOCU […]
