Las acciones ya no son una opción segura para invertir, afirma analista financiero.

Despite the slight recovery in the stock markets from last week’s drop, some analysts still have bearish expectations.

Financial specialist Ronald Surz, who recommended investors to exit stock markets a fortnight ago, reiterated this. This week, he published a report stating that stocks are no longer a safe place to invest, especially for baby boomers due to their age.

Baby boomers, born between 1946 and 1964 and currently aged between 60 and 78, have a shorter investment timeframe compared to younger investors who can allocate part of their portfolio for the long term. It is crucial for them to avoid sustained bearish periods, according to Surz.

“Baby boomers with small retirement investment plans are at risk of losing their lifelong savings in the next stock market drop,” Surz points out.

The S&P 500, an index that compiles the stocks of the top 500 U.S. companies, reached a price record a month ago. For Surz, its upward trend is seen as a bubble, an unjustified rise driven by retirement plan demand.

In addition, the Buffet Indicator, a tool that evaluates whether the market is undervalued, neutral, or overvalued, is at a historic high of 200%. According to the specialist, this underscores the potential for a significant drop.

Emerging markets could benefit, consultant warns

“Baby boomers are close to retirement [if they haven’t already], which is a time where investment losses could ruin the rest of their life,” he says. Therefore, he believes that they should take control of their savings, move them to a safe place, and ensure they are informed about their investments.

This message can also apply to younger investors seeking medium and short-term returns. According to Surz, it is advisable to rotate from stocks to the dollar and lower-risk assets such as treasury bills and securities.

Similarly, Avi Gilburt, who leads the analyst company ElliotWaveTrader, foresees a long-term drop for major stocks due to the sustained rise, based on technical analysis. “My expectation is that we will probably see a very prolonged bear market, it could be 10 or 20 years,” he commented.

However, according to Gilburt, some investments will be favored. He believes that emerging markets have the potential to outperform the S&P 500 through a capital rotation to assets with better prospects.

It is worth noting that not everyone agrees with the bearish view for riskier markets. Financial consultants like Nikolai Galozi anticipate a rate cut this year, lowering Treasury bond yields and prompting a rotation from these instruments to other assets.

In this context, he expects bitcoin (BTC) to continue its bullish market and the risk appetite to expand in the cryptocurrency market. Although initially it could face downward pressure since rate cuts symbolize a weakening economy, signaling a policy aimed at boosting it.

In fact, the fourth increase in unemployment claims in the U.S. last week reflects a weaker economy, fueling recession fears and triggering market declines. Therefore, investors are attentive to upcoming economic data signaling the situation.

Meanwhile, entities like the investment company Grayscale believe that bitcoin may benefit even in a scenario of recession affecting stock markets. This is due to its decentralized and limited supply, which enhances its price increase due to demand, unlike the dollar that can be printed indefinitely at the decision of the current government.