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#DowJones #NASDAQ #SP500
Leadership has changed in the markets
Since the March lows, tech, specifically cloud-based tech has lead the markets higher. Companies like #Square #SQ have more than tripled in share price while the S&P 500 is up 40%
Leadership has changed in the markets
Since the March lows, tech, specifically cloud-based tech has lead the markets higher. Companies like #Square #SQ have more than tripled in share price while the S&P 500 is up 40%
However, in the last few weeks this has changed. Former market leaders like #SQ or #Shopify #SHOP have been trading sideways
Meanwhile, industrial plays like @FM_FCX #FreeportMcmoran #FCX and #JohnDeere #DE have barely corrected at all, soaring to new highs.
Meanwhile, industrial plays like @FM_FCX #FreeportMcmoran #FCX and #JohnDeere #DE have barely corrected at all, soaring to new highs.
The market is sensing that the next major move will be driven by fiscal spending and the @realDonaldTrump #Trump administration’s coming infrastructure program
What’s happening to #Tech stocks and the markets in September 2020 and what is #FED really worried about - is the #Equities or #Bonds ?
Markets never work in a straight line up or straight line down , every market has to go through a period of correction/consolidation to resume
Markets never work in a straight line up or straight line down , every market has to go through a period of correction/consolidation to resume
its journey
NASDAQ was a overbought market in June to August 2020 , but we are not in any serious trouble to disturb the long term bullish trend and why ?
Because Credit Market hasn’t broken down yet , while the media and investors are focused in the Equity markets ,
NASDAQ was a overbought market in June to August 2020 , but we are not in any serious trouble to disturb the long term bullish trend and why ?
Because Credit Market hasn’t broken down yet , while the media and investors are focused in the Equity markets ,
it’s the BOND MARKET WHICH FED IS MORE WORRIED about
The QE program was more about buying
1) US Sovereign bonds, called Treasuries
2) US Municipal Bonds
3) US Corporate Bonds
The QE program was more about buying
1) US Sovereign bonds, called Treasuries
2) US Municipal Bonds
3) US Corporate Bonds
The #Fed wants #inflation
The single biggest issue for the world today is that there is too much debt in the financial system
Globally the debt to GDP ratio is 322%
Amongst G-7 nations, the numbers are striking
The U.S.’s Debt to GDP is 106%
Germany’s Debt to GDP is 61%
The single biggest issue for the world today is that there is too much debt in the financial system
Globally the debt to GDP ratio is 322%
Amongst G-7 nations, the numbers are striking
The U.S.’s Debt to GDP is 106%
Germany’s Debt to GDP is 61%
Japan’s Debt to GDP is 236 %
The United Kingdom’s Debt to GDP is 85%
Canada’s Debt to GDP is 89%
France’s Debt to GDP is 98%
Germany is the only country that has been aggressively paying down its debt
Germany’s debt to GDP skyrocketed to 82% as its economy collapsed
The United Kingdom’s Debt to GDP is 85%
Canada’s Debt to GDP is 89%
France’s Debt to GDP is 98%
Germany is the only country that has been aggressively paying down its debt
Germany’s debt to GDP skyrocketed to 82% as its economy collapsed
Now there are three ways to deal with excessive debt
1) Pay it off through growth or fiscal restraint.
2) Default/ restructure
3) Attempt to inflate it away by debasing your currency
1) Pay it off through growth or fiscal restraint.
2) Default/ restructure
3) Attempt to inflate it away by debasing your currency
