Current Events
Should I Stay or Should I Go?
There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash:
Should I stay or should I go now?
If I go, there will be trouble
And if I stay it will be double
So come on and let me know
Should I stay or should I go?*
I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.) Nonetheless, I do think it provides an appropriate framework for examining today’s investment world.
So, let’s take a look at the cases for “going” and for “staying.”