Join John Lodra and Mike Preston, lead partners at New Harbor Financial, as they dive into the current market's nosebleed valuations amidst Fed rate cuts. They debate whether to ride the momentum wave or play it safe by reducing risk. The duo identifies key indicators of potential market changes and reflects on today's tech-driven speculation echoing the 2000 bubble. Additionally, they share practical strategies for managing gains in precious metals, along with crucial year-end financial moves every investor should consider.
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insights INSIGHT
Valuations Predict Poor Long-Term Returns
Extreme valuations rarely matter short-term but dominate long-term expected returns.
John Lodra highlights valuation metrics predicting poor decade-long outcomes from current levels.
volunteer_activism ADVICE
Trim Equities When Valuations Are Extremes
Reduce equity exposure when valuations are extreme and you don't need market risk.
New Harbor runs about 45% equities and uses tactical hedges and trims to manage risk.
insights INSIGHT
Technicals Can Mask Underlying Weakness
Technicals still support further gains even as valuations are extreme.
Watch breadth and momentum indicators for early signs of a market top.
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In this latest monthly outlook from the advisors at New Harbor Financial, John and Mike discuss investing in a world of nosebleed valuations levels during a time when the Fed is cutting rates.This doesn't happen often.What makes more sense: Ride the current party until it ends? Or play it safe and leave it early?We evaluate the options in today's video, as well as what to do if sitting on big gains in the precious metals. We also identify several important end-of-year moves investors should consider implementing before the winter holidays arrive.
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