Traditionally, bonds have come to the rescue of balanced investors during prolonged bad equity markets. No where to hide this time, at least not within domestic markets. Better think outside the box. linkedin.com/feed/update/ur…

Here's to something more than liquidity driving markets higher. Maybe valuations are beginning to matter once again.

Lots happening in the closed end fund market. Join us on April 22nd to learn how this dynamic marketplace can add value to your practice and your clients' portfolios in a yield starved environment.

If markets are perfectly efficient and there is no speculative excess then I need to start selling hoagies. #markets #investment #icm #scientificinvesting cnbc.com/amp/2021/04/15…

Any takers on if they and others will be reducing prices after what the Fed referred to as a "transitory" period of inflation passes? 🤔 #investing #icm #scientificinvesting cnbc.com/2021/04/20/pro…

Stock markets historically hate inflation. In normal times (0-4% inflation) the average 10-year PE ratio is ~20. > 4% inflation it's 13. > 7% inflation it's 10. We're at 40. Outside of 2021/2022, the HIGHEST valuation EVER awarded US market above 5% inflation? 23