Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-04202025-r-f-culbertson-qnqkc
When you ‘Follow the Money’ … it shows us that foreign investors are voting with their feet. Per Callum Thomas, they’re concerned about the U.S. Dollar, high valuations, policy uncertainty, and recession risks. They’re rotating out of U.S. stocks and back into their home markets or gold. It doesn’t make sense for U.S. assets to trade at such a premium when Trump’s Tariff risk is this high, and our recession risk is over 50%. [FYI: When you’re priced-for-perfection and then find yourself in an increasingly imperfect world – it’s time to pause and re-think.] Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-04202025-r-f-culbertson-qnqkc
Please feel free to read the blog post: #investing #stocks #bonds #options
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