4 reasons why you should have GOOGly eyes for Alphabet

Chief Investment Officer and founder of Aitken Investment Management
Print This Post A A A

I remain of the view that the “consensus” opinion is that equity markets will retest the March lows. That consensus opinion is also confirmed by record cash levels.

To be very clear, there is a tonne of cash sitting on the sidelines, waiting for a better buying opportunity. The chart below shows US money market assets are now the highest ever.

Also from this edition