When In Doubt, Return To The COVID-19 Playbook

Forget valuation … We have to own something

Many investors, after having had their heads handed to them during the Covid crash, cannot be out of the market. FOMO (Fear Of Missing Out) takes hold and money flows back into “Big Tech” while small cap and value stocks struggle to regain footing. As usual, many are looking in the rear view mirror and are returning to last year’s playbook. All I can say is caveat emptor. When the fear comes out of the ten-year, rates will increase (as a good sign for the recovering economy). This event will not be so kind on those stocks with lofty multiples, the old leadership.

My take … may be time to change playbooks 

What’s yours?

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Disclaimer: The information presented here represents my own opinions and does not contain recommendations for any particular investment or securities. I may, from time to time, mention certain ...

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