Well, another week, another all-time high in stocks.
Valuations are now stretched to extremes only seen near a bubble top, and volatility is low...too low.
The odds of a pull-back, perhaps a larger correction, are concerningly high enough to make this now a time to hedge your positions, advises portfolio manager Lance Roberts.
In this video, he & I discuss how much more room to run high fliers like Nvidia may have left, what's happening with bonds, the growing risk of slowing liquidity, the latest (and dumbfounding) payrolls jobs data, as well as what trades (if any) Lance's firm made over the past week.
And it’s worth noting that right after Lance & I discussed the fragile-nature of stock run-ups, Nvidia’s price tanked -8% within just a few hours…
For everything that mattered to markets this week, watch Thoughtful Money's Weekly Market Recap below:
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