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Why is the stock market ripping?
#Team42, we joined Real Vision’s @RaoulGMI and @maggielake last week to discuss #Liquidity , #Debt Monetization, #Recession, & more.
In case you missed it, here are seven highlights from what many are calling “the best RV Daily Briefing yet”:
#Team42, we joined Real Vision’s @RaoulGMI and @maggielake last week to discuss #Liquidity , #Debt Monetization, #Recession, & more.
In case you missed it, here are seven highlights from what many are calling “the best RV Daily Briefing yet”:
1) Liquidity Drives Asset Markets
Although we believe the stock market will continue to squeeze bears well into the fall, poor liquidity conditions will likely drag asset markets down this summer.
Although we believe the stock market will continue to squeeze bears well into the fall, poor liquidity conditions will likely drag asset markets down this summer.
Additionally, we are not sure we've seen this market cycle's ultimate lows because we did not price in a recession last year.
What we priced in, in our opinion, was a change in the Liquidity Cycle.
What we priced in, in our opinion, was a change in the Liquidity Cycle.
Why is the stock market ripping?
#Team42, we joined Real Vision’s @RaoulGMI and @maggielake last week to discuss #Liquidity , #Debt Monetization, #Recession, & more.
In case you missed it, here are seven highlights from what many are calling “the best RV Daily Briefing yet”:
#Team42, we joined Real Vision’s @RaoulGMI and @maggielake last week to discuss #Liquidity , #Debt Monetization, #Recession, & more.
In case you missed it, here are seven highlights from what many are calling “the best RV Daily Briefing yet”:
1) Liquidity Drives Asset Markets
Although we believe the stock market will continue to squeeze bears well into the fall, poor liquidity conditions will likely drag asset markets down this summer.
Although we believe the stock market will continue to squeeze bears well into the fall, poor liquidity conditions will likely drag asset markets down this summer.
Additionally, we are not sure we've seen this market cycle's ultimate lows because we did not price in a recession last year.
What we priced in, in our opinion, was a change in the Liquidity Cycle.
What we priced in, in our opinion, was a change in the Liquidity Cycle.
Rough Summer Ahead?
#Team42, I joined @APompliano earlier this week to discuss the #DebtCeiling , #recession , Global #Liquidity , and more.
EVERY investor will want to review the following six highlights from the interview:
#Team42, I joined @APompliano earlier this week to discuss the #DebtCeiling , #recession , Global #Liquidity , and more.
EVERY investor will want to review the following six highlights from the interview:
1) We expect the Debt Limit Crisis to negatively impact global liquidity.
The US government will return to the international capital markets to borrow more money (after resolving the crisis).
The US government will return to the international capital markets to borrow more money (after resolving the crisis).
When that happens...
A material amount of liquidity will be removed from the system, driving asset prices down.
A material amount of liquidity will be removed from the system, driving asset prices down.
#Team42, Darius joined Paul Barron last week to discuss inflation, the jobs market, crypto outlook, and much more.
In case you missed it, here are 7 takeaways that will SIGNIFICANTLY help your portfolio over the next 6 months:
In case you missed it, here are 7 takeaways that will SIGNIFICANTLY help your portfolio over the next 6 months:
1) Although inflation is moving in the right direction, we still have some work to do.
Given the stock market's (relatively) high current valuation and the bond market pricing in a quick Fed pivot, the inflation numbers we are currently at are scary.
Given the stock market's (relatively) high current valuation and the bond market pricing in a quick Fed pivot, the inflation numbers we are currently at are scary.
2) “The Fed has been explicit about waiting to see slack emerge in the labor market.”
Two significant labor metrics, Job Openings / Unemployed Workers & the Employment Cost index are 2x their pre-covid levels.
The Fed won’t pivot to rate cuts & QE until they see change.
Two significant labor metrics, Job Openings / Unemployed Workers & the Employment Cost index are 2x their pre-covid levels.
The Fed won’t pivot to rate cuts & QE until they see change.
