Valuation Metrics Suggest Investor Caution (3/5/24)

Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target's earnings show the consumer is still spending; markets continue in 4-month advance, longest since 1970. Preceding a correction? Markets are operating in a narrow trend channel, with money rotating out of Magnificent Seven Stocks and into meme stocks. Markets are in the midst of bullish exuberance; Lance's emails are the best contrarian indicator. Valuations are an indicator of sentiment; why FOMO trumps Fundamentals; rationalization and the numbers game: Making up metrics to rationalize valuation: We're still paying too much for equities. Bitcoin & ETF's: The Dark Side of the Coin. Shorting ETF's adds an additional layer of volatility. Peter Schiff: ETF's are the tail wagging the Bitcoin dog. There's more volatility to come in cryptocurrencies. Jeff Bezos now the richest man; what's a few more zeros?

SEG-1: Markets in the Midst of Bullish Exuberance

SEG-2: Valuation Metrics Suggest Investor Caution

SEG-3: Why FOMO Trumps Fundamentals

SEG-4: The Dark Side of ETF's

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO

Produced by Brent Clanton, Executive Producer

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Articles mentioned in this report:

"Valuation Metrics And Volatility Suggest Investor Caution"

https://realinvestmentadvice.com/valuation-metrics-and-volatility-suggest-investor-caution/

"Berkshire And The Cash Dilemma"

https://realinvestmentadvice.com/newsletter/

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