This week on an all-new edition of What Are Your Thoughts, Josh and I tackle the hottest topics in financial markets, including:
Home Depot was the slam-dunk, no-brainer trade of the year. Josh hates himself.
James Montier and Howard Marks disagree on the Fed’s influence over the stock market this year.
Emerging Markets are now 18% tech stocks, why won’t they catch up to the US
Stocks are at record highs agai…
The post The Real Reason for All Time Highs: What Are Your Thoughts appeared first on The Irrelevant Investor.