Related Posts
More Posts
COVID WFH: Maama or Maami Thaligai?
Additional Posts in Personal Investment Chatter
Thoughts on 800flowers? Sell or hold
When can we stop working?
Which crypto for big returns? Dogecoin or AAVE?
COVID WFH: Maama or Maami Thaligai?
Thoughts on 800flowers? Sell or hold
When can we stop working?
Which crypto for big returns? Dogecoin or AAVE?
Wall Street has decoupled from main Street, fed printer goes brrr, market is looking infinity years into the future. A reckoning has to come but no one knows the timing off it so either buy gold, hide your cash in your mattress or DCA and keep an emergency fund ready and activated.
Current events are already priced in. Real answer is:
It's the lowest point in social justice news history. But doesn't mean it's the lowest point for investor and corporate gains
No, corporate earnings haven’t increased (they’ve actually decreased). PE multiples have expanded. All due to increase in money supply. I think if you look forward to 2022, the market is probably still at these levels because Multiples will come down while earnings slightly increase
Yep. Fed is flooding the economy with money, leading to inflated prices. It seems to only visibly impacting the stock market.
I’ve shifted away from equities and into cash.
The stock market is not the economy! Don’t compare the two.
Stock is a PV of all future years of cash flow, and the current pandemic and related quarantines are more likely to just last a few more months or a few years. From a long term perspective it’s only reasonable that we keep going at where we were at in Feb. As long as we are getting unlimited QE and extra unemployment benefits to cover the loss in consumer spending, things should at least stall around the Feb ATH. It’ll take quite some time to see real economy/job market/consumer/PMI data and numbers backing a future collapse that everyone has been waiting for.
Wealth isn’t destroyed in a downturn, it just moves to different asset classes and geographies. If you’re properly diversified, then you should not have to worry about a “downturn”.
Rising Star
Look at the indexes by sector. Tech stocks are killing it while the rest are still under performing. And it makes sense to me why stocks like Amazon and netflix are doing well in this pandemic.
Visual Storyteller
My child stocks will go up for now. 🔥👌
I have spoken.
Oh yes - and I don’t want to just hear we’re in a bubble...
The Federal reserve is pumping the market
I’m levered 2x
Liquidity and sentiment like yours