Glad he asked, made for a great post russ, my curiosity has been when the crash happens will their be a flight to safe value stocks or all correlations go to 1 and all equities get dumped even gold miners and oil companies that have shown they can defend the dividends even in a mess like 2020. Plus many firms have to stay invested so does that lead even higher volatility in a market crash as they swing around looking for some place to be invested, lots of variables, and that makes me think maybe it is different this time and thus it will be harder to catch opportunities in the crash.
My best guess is governments keep spending - until the voting public tires of inflation - like we have seen in Argentina recently... so stay bearish bonds
Glad he asked, made for a great post russ, my curiosity has been when the crash happens will their be a flight to safe value stocks or all correlations go to 1 and all equities get dumped even gold miners and oil companies that have shown they can defend the dividends even in a mess like 2020. Plus many firms have to stay invested so does that lead even higher volatility in a market crash as they swing around looking for some place to be invested, lots of variables, and that makes me think maybe it is different this time and thus it will be harder to catch opportunities in the crash.
My best guess is governments keep spending - until the voting public tires of inflation - like we have seen in Argentina recently... so stay bearish bonds