S&P500 at record high with limited upside…but underlying opportunity still thrives


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Episode 334: Since August 2020 the S&P 500 has climbed a COVID wall of worry consistently putting in new record highs. I expect that to continue, with temporary bouts of turbulence, along with limited upside potential as we close out 2021. However, I think vast amounts of opportunity still exist in the more value oriented, cyclical and ReOpening favored stocks that have taken a dip on fears of COVID Variants. In this episode I’ll also discuss the difference between investing and speculation. ------------------------------------------------------

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