Three Things: TFTB – Mattress Money, Yields, Saw This In 2007

by Lance Roberts
Real Investment Advice

Today’s “Thoughts From The Beach” picks up on a couple of articles I read over the last few days. With the markets breaking out to new highs, the bull market commentary has been expanding quickly. As you know, I have increased equity allocations in models with the breakout, but this is a tactical position only. The fundamentals by no means support the rising risk levels in the market currently. Let’s take a look at a 3-Things worth considering.

Money In The Mattress?

Here is a myth that just won’t seem to die: “Cash On The Sidelines.”

This is the age old excuse why the current “bull market” rally is set to continue into the indefinite future. The ongoing belief is that at any moment investors are suddenly going to empty bank accounts and pour it into the markets. However, the reality is if they haven’t done it by now after 3-consecutive rounds of Q.E. in the U.S., a 200% advance in the markets, and now global Q.E., exactly what will that catalyst be?

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