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Nearly
$100
billion
has
been
withdrawn
from
emerging-markets
stocks
&
bonds
in
less
than
three
months,
an
unprecedented
amount
that
has
analysts
concerned
about
the
future
for
many
developing
nations:
IIF
data |
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00:01 -
21/04/20 |
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Largest U.S. stocks have weathered storm better than most,
increasing their representation in broader S&P 500; largest
5 companies now represent 20% of index (haven’t seen this
level of concentration since 1970s) |
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Still like to hear why stocks should trade at 130% market
cap to GDP |
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GOLD
Mining index at all time Low, Massive Pre-upside. Demand vs
Supply |
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