03 Apr Powerful Forces Driving Markets
“Powerful forces are at work in the marketplace that are hidden from view. The “funding dollar carry trade” is the largest of these hidden forces. Although this doesn’t impact our decision on whether or not to buy a large, stable company such as Apple, it does impact which sectors attract the flow of money. It is important to understand how these large, powerful forces impact the markets and to adjust our investing approach accordingly.”
Find out about these powerful forces and some of the trades that John likes in this investing climate in his Forbes column Some Sectors Shine, Others Suffer From Latest Fed Messaging.