Thoughtful Money with Adam Taggart
Stocks Likely To Run Even Higher Before The Top Is In | New Harbor
Feb 20, 2025
John Lodra and Mike Preston, lead partners at New Harbor Financial, delve into the bullish outlook for stock prices and explore investment strategies amid market volatility. They discuss the promising potential of gold and mining stocks, emphasizing gold as a hedge against inflation and economic uncertainty. The duo also addresses concerns about job security, offering advice on emergency planning. Their analysis on treasury bills highlights dynamic risk-return strategies, providing crucial insights for savvy investors.
58:21
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Quick takeaways
- Despite high current market valuations, analysts believe the odds favor continued stock price increases towards new all-time highs.
- Improved market breadth indicates broader participation among stocks, suggesting a potentially healthier investment environment as various sectors contribute positively.
Deep dives
Market Valuation Concerns
Current market valuations are exceedingly high, raising concerns about potential corrections in the future. Many analysts report that the S&P 500 has reached levels reminiscent of previous peaks seen in 2000 and 2008. Although there is evidence suggesting that a correction could be imminent, the data does not indicate an immediate downturn, which fuels ongoing investment activity. The persistent nature of these elevated valuations could lead to significant drawdowns, paralleling past market behaviors that occurred under similar conditions.
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