- The market continues to post impressive gains, and a "stay the course" mantra could certainly be the way most investors play Q4.
- Despite this bullish momentum, there are plenty of reasons to be concerned about equity valuations. In this piece, I will explore the areas that readers should monitor over the next few quarters.
- The Delta variant remains a stubborn pain point. Other points of concern are Congressional fights over infrastructure and the debt ceiling, as well as higher taxes.
- Aside from political bickering, readers should also note that labor force participation is at a historically low level, which could dampen the consumer rebound. Further, stocks have risen for seven straight months, with history suggesting the next seven may have mixed results.
For further details see:
Some Market Headwinds To Keep In Mind Going Forward