Ben Griffiths on the Current Market Rally
Ben Griffiths, Managing Director and Senior Portfolio manager at Eley Griffiths Group, believes the current rally still has room to run.
From where I'm sitting it seems everyone is seeing bubbles
He notes that the two forces that usually end bull markets are not present threats. Griffiths looks at credit spreads before investing in stocks, stating that if markets were truly at risk of breaking, it would be visible in the credit spreads, not just in headlines.
The market has been driven by optimism about inflation, potential rate cuts, and money printing. Despite warnings about bubbles and corrections, Griffiths remains optimistic.
- Low inflation
- Potential rate cuts
- Money printing
Author's summary: Ben Griffiths sees room for the rally to continue.
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