Veteran analyst sends surprising message on stocks, bonds, and gold

From Yahoo Finance: 2025-06-15 14:40:00

Stocks have surged since President Trump paused reciprocal tariffs, with the S&P 500 up 20% and Nasdaq up 27%. Gold has also rallied 30% this year amid economic concerns. However, Treasury bonds have tumbled, sending yields soaring. Analyst Carley Garner warns of potential risks and urges caution in stocks. Warren Buffett has increased Berkshire Hathaway’s cash position to record levels. Garner sees potential in Treasury bonds over stocks and gold. Treasuries, considered the least risky asset class, are being shunned by investors despite yields near 4.5%. The fear of dropping bond values and rising U.S. debt load is keeping people away, even though holding Treasuries to maturity is seen as low-risk with healthy income potential, according to expert Garner. Historically, bond values have seen capital gains during periods of stock market underperformance, making it an attractive investment opportunity.



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