First rule of economics - markets always always always find equilibrium - ask the tulip sellers
One day, the expected stimulus won't arrive. It's subject to political will which doesn't gurantee a foregone conclusion. The Fed can't stimulate...
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[IMG] The Nasdaq these days is flirting with new record highs. This is pretty amazing and even more so if you juxtapose that against some other...
Exactly - and we reach a point where it takes to much stimulus to keep us moving sideways, never mind up - I believe we are close to that point....
Agreed - they will add stimulus after stimulus - but, it gets to a point where there are too many unemployed, too many corporate failures, too...
We have just had $3T in fiscal stimulus + $4T in Fed stimulus - that's $7T and the Dow is nearly 4000 points off it's February peak. The PPP is at...
There is a point at which stimulus, even Ts of it, will stop becoming effective - I think we are nearing that point, but it's an unknown. The Fed...
[IMG] There is a lot of speculation not only when, but what shape the coronavirus recovery will take. Initially it was looking like a ‘V’ shape...
When we see Q2 GDP (and there will most likely be a severe contraction), coupled with other data and then start to see Q2 Corporate Earnings being...
Agreed - a true bull market we would see the tops go higher. The market is vacillating. I believe, as more real data comes through, the direction...
Question is, why are we still here? Why is the market still exuberant? The market is waiting for more stimulus, which I’m pretty sure it will...
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