We've seen a tremendous powerful rally since the lows in October and there are signs this will continue. The VIX, a measure of sentiment is under 13 which is very strong. Traders are short , inflation is slowing and rates seem stable in the US
Tech is leading the way, always a strong sign. AAPL MSFT TSLA AMZN NVDA are the strongest I see. In reviewing a portfolio, I bought the client $30,000 of AAPL in 2012 That position is now worth $209,000 Funny thing is I went to buy some new positions and AAPL was one of them
There is a big demand for Credit with muni housing bonds bumping 5% (AA or better). It's an opportunity I'm taking advantage of
I'd like to buy private equity, looking for a good opportunity