The Meb Faber Show - Better Investing cover image

Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

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Stocks in the Future

The charts below zero in on the recent risk off episode, which had some interesting characteristics that portend the future. It's also telling that the s p x, fang and th rest of us tech all did just as badly as each other. But in classic pavlovian fashion, fang bounced back. Rising yields will re condition that response. And whether we look at meam stocks post deal, packs or arc as a decent proxy for loss making. Tech may prove to be ultra vulnerable to the end of this bubble, as retail driven, frothy assets typically are. We would guess this will help turbo charge precious metals. In stocks, we expect more risk off and a lengthy

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