Strategy Note /

Records Fall Like Leaves

  • Records are falling like leaves across assets - what does it mean - what should investors do?

  • SPY's latest ATH - #55 ytd, just reinforces the "pothole" market mentality - more important is that it is now value led.

  • Two other key transitions also underway - from liquidity to earnings driven equities and from bull to bear bond markets.

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
22 October 2021
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