Phil Toews says that framing the market bubble as "should I stay or should I go" is the wrong way to think about it as the reflation trade has already reflated. Are tech and innovation stocks in a full bubble? He believes that investors should create an all-weather approach that does not involve making market calls. Instead, they should lean in on small to mid blend stocks in the U.S. while the bubble is growing.
Market On Close
30 Apr 2021
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