North Asia’s tech-heavy equity markets offer better risk-reward than their South and Southeast Asian peers that are relatively more vulnerable to the oil shock triggered by the Iran war, according to Goldman Sachs https://t.co/n9VUWe0Fz4 ...

Mega bull @fundstrat says stocks are starting to look attractive from a risk-reward standpoint.Do you agree? https://t.co/lLVq6QNOop ...

And joining us now on the markets, Tom Lee. He's head of research at Fundstrat, chief investment officer of Fundstrat Capital, as well as a CNBC contributor. Good to see you, Tom.March uh came in like a bear. Stayed like stayed like a bear for I think it came in about 68 6,900 on the S&P. We got 6350 or so and then a bounce last week.We're back to 65.80%. your call. I think like so many of of your calls, there's some volatility near-term, but then a a successful resolution by the end of it.That didn't quite ...

Forget chasing gold or silver at all-time highs. The real opportunity is buying Bitcoin in the buy zone. While gold and silver are safe havens, Bitcoin offers a better risk-reward, especially with potential S&P drops on the horizon. #Bitcoin #Investing #IvanClips https://t.co/xfva7bVcL7 ...

Concerns Regarding Private Market Assets in 401(k) Plans - Introducing complexity with private equity might not be the best idea for most investors, as many struggle with basic investment principles [3] - There are concerns about the track record of private equity, especially in the current high-interest rate environment [4] - The private equity industry has changed significantly in the last 20 years, and it's unclear if current returns justify its inclusion alongside stocks in retirement accounts [5] - Liquidity and pricing issues are significant concerns, as these assets are not marked to market daily [5] - Transparency is lacking, making it difficult to objectively determine appropriate allocation amounts [11] Considerations for Including Private Market Assets - For young investors with a long-term investment horizon, private equity in a 401(k) might be suitable, but this is the exception, not the rule [6][7] - Private assets may offer greater diversification and non-correlation to a portfolio [8] - Private credit has performed well in recent years, but its future performance is uncertain due to increased competition and changing market conditions [10] Recommendations and Cautions - Investors should master investing in traditional asset classes like large-cap, mid-cap, small-cap, international stocks, and credit before considering alternative assets [13] - Advisors, the public, and everyone should do their homework and wait for more performance data before investing in private market assets [14] - Alternative investments should only be considered for accounts above a certain size [12]

Market Uncertainty & Geopolitical Risk - The oil market faces significant uncertainty due to geopolitical tensions, particularly the attack in Iran on Israel [2][3] - Escalation risks are high, with potential responses from Israel and possible actions by Iran in the Strait of Hormuz or against US assets [5][6][7] - Multiple variables make it difficult to predict the direction of the oil market [3][4][6][7] Trading Strategy & Market Dynamics - Trading is considered tough and risky due to the numerous wild cards [3] - Long positions in heating oil cracks and gas oil are seen as relatively safer trades [3] - Refinery spreads are highlighted as the most straightforward and liquid risk-reward opportunity [3][7] - Excess production from Saudi Arabia is influencing market dynamics [3] Potential Investment Opportunity - If there was a way to invest in the Iranian stock market, it might be a worthwhile opportunity, as the situation may improve [7][8]