How is it that more and more big name investors such as Leon Cooperman and Jeremy Grantham are warning of a speculative bubble in the stock market while, at the same time, most strategists are confidently calling for further gains this year?
These conflicting sentiments will be resolved at some point but what are investors supposed to do now?
John O’Connell and I examine whether any correction, large or otherwise, should be bought, what to buy, whether the rally in “garbage stocks” is running out of steam, and whether investors can continue to look through the damage wrought by the pandemic and the slow vaccine rollout to brighter days.
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