Cash Track

People are crowding back into equities

Feb
14

I follow a weekly graphic in Barron's called Cash Track.  It shows 4 week average flows into equity funds, money market funds, taxable bond funds and municipal bond funds.

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FOMO and Howard Marks - Interesting

Dec
06
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Back on 11/24, I wrote about FOMO coming on quickly.  I have turned bullish, but I do think the market is very high in many respects.  There are some great value companies out in the market that are still buys.  It's

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