Just as retail traders are going all-in on stocks, the indexes are becoming more concentrated and uncertainty surrounding our new fiscal / monetary policies is growing. We desperately need Mag-7 earnings to out-perform. But a bit of stock market indigestion is to be expected at this stage of the election cycle. Q1 volatility is an understatement with: expensive valuations, stretched investor / consumer sentiment, and policy uncertainty.
Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-1122025-r-f-culbertson-l9txc
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