— What’s up with this foursome? Treasuries and gold maybe, but Nasdaq and Bitcoin do not compute. — Historically gold is not a glistening investment — We have seen the infatuation with tech before and it has not ended well. — Bad recollections of the demises of the ‘Nifty Fifty’ or the Covid Playbook … SELL ECONOMICALLY SENSITIVE, BUY…
Tag: ArK innovation ETF
Growth and Innovation: The Bloom Is off The Rose
— When you see the carnage in growth/tech/inovation it is easy to jump to wrong conclusions – DON’T! — The ARKK fund becomes the poster child for the unwinding of the bifurcated market — The negatives that face the market … the economy, Covid Omicron, the Fed, Inflation, Russia and China … Are they insurmountable? — Growth vs. Value. The…