Email of the day on cash holdings and the Wall Street leash effect
Comment of the Day

December 09 2021

Commentary by Eoin Treacy

Email of the day on cash holdings and the Wall Street leash effect

I'm a returning subscriber from the 2005-2014 timeframe. Just listened to today's commentary. I'm well positioned in commodities and emerging markets (especially Indonesia and SE Asia). When the big tech stocks and dollar do finally rollover, won't that take down everything, including what I'm holding? In effect, is it better to sit and wait where I am -- or move to cash now and buy back into commodities/emerging markets when the current bull market in tech and the dollar ends? Would be grateful for any comment or guidance you might have. Thanks.

Eoin Treacy's view

Welcome back! I’d also like to welcome to all our new subscribers. It’s an uncertain time for many investors and I will strive to make sense of the world as markets incorporate and evolve past the pandemic era. 

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