In this new podcast from Opportunities in the Stock Market we talk about the current euphoria in the stock market and the drops in US Treasuries.
Finally, despite the comments on the podcast, we have sent an email to our subscribers explaining that, in our point of view and opinion, closing Activision Blizzard (NASDAQ 🙂 may be a good option.
On the other hand, in reference to government fixed income in developed countries, we also want to make it clear that in the long term we consider that we currently consider that it is not a good asset to have in the portfolio. However, it can be an alternative to rebalance portfolios in the short and medium term.
Index fund special report results table:

OB ideas results table:

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