2024-07-28 08:00:00 ET
Summary
- I evaluate alternative investment options beyond large-cap US stocks, including gold, Bitcoin, and municipal bonds, as potential hedges.
- Alternative currencies like gold and Bitcoin are being used as hedges against market volatility.
- Small-cap US stocks and municipal bonds are gaining momentum as investors seek diversification and higher yields.
- Tech pullback opens up opportunities beyond large-cap US stocks.
Main Thesis & Background
The purpose of this article is to evaluate the broader equity market and how the recent pullback - especially in Tech - might open up opportunities beyond large-cap US stocks. It is difficult to sour on Tech. I remain very long this sector and the S&P 500 will continue to be my largest holding. But it is not hard to notice that the past couple of weeks have been more volatile than most of 2024 thus far:
Last Week's Index Performance (Google Finance)
Read the full article on Seeking Alpha
For further details see:
Tech Is Down - So Where Are Investors Rotating Towards