Hi folks!
Enough said already - just stay out:
- S&P500 has just once been more expensive in terms of most metrics (Schiller PE, P/S, Relative to Money supply etc.)
- Real interests (inflation - treasury yields) have NEVER been as negative as they are now - contributing to huge inequality in society
=> Fed will have to act, and most likely a lot faster than the market suspects - Remember that real interest rates are actually lower now than before Volcker bumped interests to 10%!
The only potential upside to this market lies in even more speculation, and that is not a place you want to be imo.
As I am a trader and do not have the patience to stay away, I just trade the VIX these days, but I do not recommend this
(unless you know how it is calculated and you have a reasonable risk management strategy).
DYOR.
NFA.
I Wish you all well :)
Enough said already - just stay out:
- S&P500 has just once been more expensive in terms of most metrics (Schiller PE, P/S, Relative to Money supply etc.)
- Real interests (inflation - treasury yields) have NEVER been as negative as they are now - contributing to huge inequality in society
=> Fed will have to act, and most likely a lot faster than the market suspects - Remember that real interest rates are actually lower now than before Volcker bumped interests to 10%!
The only potential upside to this market lies in even more speculation, and that is not a place you want to be imo.
As I am a trader and do not have the patience to stay away, I just trade the VIX these days, but I do not recommend this
(unless you know how it is calculated and you have a reasonable risk management strategy).
DYOR.
NFA.
I Wish you all well :)
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Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.
İlgili yayınlar
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.