Despite not being a chartered member of the religion of technical analysis, I’ve watched this man, Robin Griffiths, over the years make a number of accurate market calls. His sentiments and advice match my own, in calling for a strong bear market rally.
Said rallies should be used to liquidate high-risk assets and to reallocate into traditional safe havens, e.g. “The Ark”, utilities and consumer staples.
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he did say you can’t live without google
its true btw
large tech companies sitting on massive cash hoards will not have a problem going forwards in this credit cycle…they will attract GARP money…….where will their growth come from? M & A
March 23rd after lunch.
130 a good spot for tlt to add? original basis is 125 and only 1/3 of intended position so far