- In the first part of this article, I revisit the idea that there is definitely at least one kind of bubble that investors are seeing at the macro level.
- Then, I discuss some of the reasons that the market as a whole continues to climb, although this also opens up opportunities if you're looking.
- Next, I discuss my stock picks from February, including a pinch of bad news, but it's mostly good news.
- Lastly, I provide two new concrete stock picks that I expect to do well over the next 18-24 months, given some rather modest assumptions.
For further details see:
There Still Is No Bubble