How do you figure, considering what happened last year when inflation was rising and stocks were falling? Now inflation is falling and stocks are rising?
All things else constant means neutral environment, we are not currently in that but assume inflation holds steady, fed holds steady, etc. then over time dividend yield would rise putting upward pressure on stocks. Eventually monetary policy will shift and these new higher prices should also work their way into stocks, the problem is we are still overpriced, so....
%% WORKS well, in some sectors/big trends WENT DOWN to TX, south; burned a littele gas \not much' cause i tend to buy 4 cylinders, NOT 8. RE ad property for sale with 2 oil wells\ LOL owner want to keep both maybe gets one\that if he wants to sell\WSJ McMansion properties almost overpriced thats why so many get taken off for sale zone. Some do ell fro less than asking price MAIN thing is avoid woke= broke \like SVB+ EsG. Like Mr E Musk warned s\ in EsG=satanic, worse than any greedy labor union or any labor union.........................Police labor union maybe a good thing with spineless gov/LOL
%% IN + out/ SSO\ \DRIP daytrade..............................Good thing about OPEC, they have along track record of cheating = pumping more oil than anybody figured. Hard to start up an pumpjack\ oil well; much more complicated than a dealer selling me a few gallons of gasoline. Judge rules COP oil info can remain confidential on Willow oil project AK. More good news for oil bulls \bears on Willow. Good + no offence intended to OPEC if US ramps up oil supply.......................................
%% SSO started uptrending [+stopped falling]in OCT\ but that was not really know until NOV or DEC or ............................................................................... NINE weeks sometimes gives a better signal than 6 \ bear of QQQ 20o0-2o01 -2002. Cycle may have gotten faster when Jim Cramer learned[+ pro=claimed it in public] from his hedge fund put in a whole years buys @ 20% down in SPY.....................
The fight the Fed rally - seems like the herd is trying to front run a Fed pivot, this may not be such a good idea.
%% MY charts use more green + red candles moving averages, don channels, than Fed pivots or Mr ''Greenspan irrational e.....'' comments. Never saw stocks or SPY go to the moon/SSO +QQQ headed that direction/2023; above 200dma/+JAN up/good uptrend. Seldom see a 58% drop in SPY happens more on qqq+ up much more Up also in qqq. Hope this helps; Rachel ramsey Cruz noted in JAN ''50 year stock market trajectory is UP'' most likely she used 2nd amendment term 'cause her dad Dave ramsey has CC pistol permit.