Geopolitics Alpha

This 30-year market veteran is alarmed by a record-chasing S&P 500. Here’s where he’s investing instead.

Published . Updated .

Steven Jon Kaplan sees a completely irrational stock market right now, and investors ignoring a perfectly safe way to play that.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SPY SPDR S&P 500

    The broad U.S. stock market

  • TLT iShares 20+ Year Treasury Bond

    Long-term U.S. government bonds

  • QQQ Invesco QQQ

    Large technology stocks

  • GLD SPDR Gold Shares

    Gold can move with the broad market

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SPY———————
TLT———————
QQQ———————
GLD———————

Steven Jon Kaplan sees a completely irrational stock market right now, and investors ignoring a perfectly safe way to play that.

Source: MarketWatch

Taiwan Strait

SPY

Where this story sits: Taiwan Strait

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “This 30-year market veteran is alarmed by a record-chasing S&P 500. Here’s where he’s investing instead..” The recent pace is rising.

Taiwan Strait

12 out of 100

“This 30-year market veteran is alarmed by a record-chasing S&P 500. Here’s where he’s investing instead.” scores 12 out of 100. The score uses 1 sources.