Say In Stocks At These Record Valuation Levels? Or Consider Getting Out? | New Harbor
The key question today's investor needs to be asking themselves
In this latest monthly outlook from the advisors at New Harbor Financial, John and Mike discuss investing in a world of nosebleed valuations levels during a time when the Fed is cutting rates.
This doesn’t happen often.
What makes more sense: Ride the current party until it ends?
Or play it safe and leave it early?
We also discuss whether the gold trade is over, or just taking a breather before resuming.
To hear it all, click here or on the video below:
GOT GOLD?: Read our free Guide To Buying and Storing Gold & Silver:
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Adam’s Notes: New Harbor Financial (recorded 10.29.25)
EXECUTIVE SUMMARY:
The New Harbor team discussed emerging signs of stress in credit markets and the Fed’s likely 25 basis point rate cut and end to quantitative tightening (QT), driven by liquidity concerns rather than economic strength.
Despite record stock market highs and concentration in top tech firms (40% of S&P 500), indicators show
