(3/13/23) I think what you're going to see (as a result of the SVB failure) isd a shift out of Financials into Technolgy, and the reason for that will be simply looking for companies that aren't in the Financial Sector that have the ability to grow earnings. Value has been under pressure, lately; may see some rotation to Value. One of the reasons we've been adamant about long-duration bonds, saying that, as the Fed hikes rates, they're going to break something; and when the Fed breaks something money's going to flow into risk-free assets, which is EXACTLY what happened on Friday. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: &list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "Silicon Valley Bank Placed Into Receivership" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #SiliconValleyBank #Bailout #RateHike #BankRegulation #DoddFrank #FractionalReserveBanking #Markets #Money #Investing |
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