As we start a new week, I go into some discussions of the broad markets. Most major asset classes, quite frankly, are in limbo.
As a few other pundits have characterized things of late, the stock market especially seems "uninvestable" right now in a broad sense. Though still quite volatile, stocks have been working themselves into a narrowing range. And at least for now, there is no certainty whether the double-bottom on the S&P 500 will give way. . .or stocks instead will move back toward their early-year highs.
None the less there ARE a few investment themes I like, which I also discuss!