Stories we should be thinking about
Good news fellow investors! We are apparently just starting the best time of the year to invest as per this link here:
(h/t @conkers3 for highlighting this to me)
I just wonder what happens when sentiment is already rampant as observed here...
...although institutional investors have not seen allocation levels this low for over a year. I guess that leaves a capability for one last positive sentiment run...
(both charts above are from here)
...fundamentalists though will be correctly in my view casting their eyes back on history:
Overall though for the time being give me a selection of equities as I perceive you are more likely to find a bit of value there than in the fixed interest market...
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