Can the Nasdaq win the next decade?

Degenerate Business School

English - April 10, 2022 18:00 - 28 minutes - 19.9 MB - ★★★★★ - 16 ratings
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The ye olde bond market is having its worst year...EVER. At least in total return terms, and since proper statistics are available. Why should we care? Well it's probably a signal that financial conditions are set to tighten. Which until now has not worried the equity market whatsoever, even as a seeming bear rally begins to roll over.

According to Julian Bridgen's financial conditions index, we are only getting started. For the Federal Reserve has no choice but to slow down the economy. There we see the echoes of 2018. So we hang on to cash, get defensive and weight for the correction...still. But when it does come, are there value opportunities in the realms of old men? To wit...we assess metals and mining.