It's important to rethink one's hedge as just because it worked over the past doesn't necessarily mean it will in the future.
As gold and silver tick lower and lower, investors are eagerly watching their charts to give them a clue that will never happen.
The result has been a technical breakdown in risk-asset pricing -- and the main culprit is without a doubt, the inability of Congress to compromise.
With Fed's toolbox emptied and a big stimulus package unlikely, here's what I see for the economy, credit markets, and ... yes, stocks.
The greedy are, at last, getting blown out, and the prudent being vindicated. I see three buckets of stocks that intrigue me now.
The FATMAAN names are still bouncing but the sustainability of the rotations that have been taking place recently are in question.
There is only one fact that truly needs to be understood. The virus is still in charge until it is not.
Being scared of a pullback isn't 'expensive' or 'stupid'. It's just good investing.
There are three key reasons why investors should resist the urge here.
Are equity markets oversold? Sorry to say, but I don't think so. Not yet.