Ingham Analytics has published a thought-provoking Equity and Credit Markets Insight entitled “Powell-ing along” and at this time of record US markets unpacks useful information for investors exposed internationally. Risk-taking in US financial markets they say has reached epic proportions. Some stocks and indices are at record highs whilst others languish. Why? What are professional investors thinking or doing? What role the retail investor? What about a shorting strategy? Are there other insurance options? An interesting point to note - the contrast between how the Nasdaq is behaving and the KBW Index of banks in the US is striking and a sign of warning to the gung ho. The wise heads at Berkshire Hathaway have a lesson for us too.
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