With Volatility falling and Credit Spreads narrowing to their lowest levels since the crash last year, stocks should be doing well. And as it turns out they are! We just saw the most amount of new highs EVER!
What do we do about it? Which stocks do we buy? Rotation into Financials and Energy? Could it be?
And the Gold Bugs lose again. The only stocks popping up on the new 6-month low list come from the Gold mining space. Gold and Bonds have turned out to be the worst ideas of any investment on earth over the past 6 months.
Today's less on is about getting information from other sources. We dive into really easy Indian Ratio Analysis and US Treasury Bonds to identify risk in the market.