CASH (CASH)
Aug 16, 2026, 12:00 amThis summary was created by AI, based on 6 opinions in the last 12 months.
The experts discuss the current market conditions and the strategic importance of maintaining a cash position. With the potential for a recession and a market drawdown, some suggest increasing cash reserves, while others maintain a relatively low cash position, emphasizing the importance of breadth in the market. Cash is viewed as a double-edged sword—while it may seem unproductive to hold in inflationary times, it provides flexibility to invest when market conditions improve. The 'Bear-o-meter' is highlighted as a valuable tool for assessing risk, indicating that the market currently reflects a high-risk environment. Experts suggest a cautious approach and a focus on fundamentally sound investments as they navigate through the current market turbulence.
(A Top Pick May 23/12.) He was holding 20%-30% at that time but is now down to 5%-10%.
Peter Brieger(Top Pick Feb 12/13, Flat) 20% makes sense. 30% of your oil-weighted portion of your portfolio should be in cash ready for the fall and into the new year.
Josef Schachter(Top Pick May 17/12, Flat) Investors now believe that central bankers are dead serious about putting a floor under asset prices.
David Burrows
(A Top Pick April 5/12.) Recommending that clients have 20% or more. Thinks the CSE (?) Index is going to go down from the mid-$200 to about $200. Oil/gas price of about $97.50 will face $20 or more downside between now and the summer driving season. There will be some great buying opportunities with some stocks going down 30%-40% if there is a break.
Josef Schachter
Suggesting 30% so you can purchase these things as they pull back going through the fiscal cliff.
David BurrowsHe is holding about 15%-20% of the portfolios in cash. There is enough uncertainty out there vis-à-vis the US election and the disposition of a fiscal cliff that he would like to have some buying power.
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(A Top Pick April 5/13.)