Forever Bull Market

A resurgence of inflation.

Failing that, I believe the indices will be marked up to at least 50x forward earnings over the next 3-5 years. Diversified stock indices are less risky than sovereign debt, and the market will eventually figure it out.

 

When my retirement fund is printing money every day ...yea I think that this just can't keep going. I started investing in a new fund. It's already up over 5% ytd.

 

It can and it will. There's no stoping this runaway train. We saw an attempt to bring NVDA down yesterday and they just bought the dip. That's the market. No matter how high it goes, any small dip is met with the instant V recovery. So QQQ is 432 now, but when it goes to 450, the dip to 445 will be bought faster than you can believe.

I have yet to hear a way this can end. If every small dip is bought with this aggression it really won't ever go down.

 

We're likely to see a 7 - 10% reversion here shortly but I'd definitely be a buyer of that dip.

 

I missed the Powell dip last week, so am jonsing for the next one, hopefully right after March meeting.

 

Yes no stopping this Choo Choo train. Yep totally. Just keeps on chugging along. I have been through these markets where you feel they are invincible until the day the tide turns and swooooshhhhh. Yep ....that gigantic free fall where you think you found the bottom and swoosh once again.....been through it before, many times.....hopefully you are 100% all in and also have all your stocks on margin so you can get all thar extra bang for your bucks!!!!!

 

See the fools thought they were getting 5 ...6.....7 rate cuts. They were wrong ....I really wanted those 7 or 8 rate cuts so that we could get down to 3% fed funds rate and see inflation come back at warp speed only for the fed to boost rates back up. ...but now markets expect 2 or 3 rate cuts which I'm sure they will get and I hope after those rate cuts, which are definitely NOT needed, that inflation comes roaring back. Like I said I hope it inflation jumps back ton5 6 7% so that Mr powell now has to reiterate fed rate hikes in 2025 and 2026!!!

 

There's no way this market is capable of that kind of drop.

 

Yes, any intelligent person knew there would never be that many rate cuts in a year, but those people are still rewarded by a market that gets more and more unstoppable every week.

 

We'll revisit this post in due time.