Top forecaster Yves Lamoureux surveys the current investing landscape — from stocks to cryptos — and sees just 2 ways to go

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Fear not, investors unsure of which way to pivot these days when it comes to the stock market and cryptocurrencies. There are only two real choices and Yves Lamoureux has a few calls, including a six-month window to make some money on certain assets.

Fear not, investors unsure of which way to pivot these days when it comes to the stock market and cryptocurrencies. There are only two real choices.

He said his firm rotated out of stocks at the end of 2020. “We’ve seen the peak liquidity where all the central banks have done the best they could do, but after that we will find out there is simply not enough liquidity to support all markets, not just stocks,” he said. Opinion: Why it’ll take more than easy money from the Fed to keep sparking this bull market in stocks

“I’m talking to a lot of professionals, and they’re basically just starting to be aware that there’s this new market … that gives people a chance to buy stocks like venture capital,” said Lamoureux, who flagged the asset class in a MarketWatch interview last September. “Higher rates will have total massive implications not just on bonds but stocks and real estate, which has become the biggest bubble ever,” he said. As well, with higher debts and borrowing, higher taxes are coming, and that will be “bad for stocks,” he added.Lamoureux has also made prescient calls where cryptocurrencies are concerned.

 

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Short whatever this says. I'm not going in for the tickers.

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