π§΅...This is the balance sheet that the FED has to unwind, to try and curb inflation, control asset prices, along with ensure employment markets are stable.
There are SEVERAL other effects.... thread below π§΅
$SPX $MSFT $QQQ $AMZN $FB $AAPL $TSLA
There are SEVERAL other effects.... thread below π§΅
$SPX $MSFT $QQQ $AMZN $FB $AAPL $TSLA
1. Multiples // PE ratio
Notice that blip in 2018, last time the FED attempted this, thats when you saw Dec 2018, until the FED retracted.
$SPX $QQQ
Notice that blip in 2018, last time the FED attempted this, thats when you saw Dec 2018, until the FED retracted.
$SPX $QQQ
https://twitter.com/rhemrajani9/status/1482546562983239681?s=20
2. Big tech.
The mega tech names have made massive gains during this liquidity infused cycle. Interesting chart, h/t @Mayhem4Markets π
$MSFT $AMZN $GOOGL $FB $AAPL
The mega tech names have made massive gains during this liquidity infused cycle. Interesting chart, h/t @Mayhem4Markets π
$MSFT $AMZN $GOOGL $FB $AAPL
https://twitter.com/Mayhem4Markets/status/1482429987202514950?s=20
3. Velocity will matter
Here's why: h/t @Mayhem4Markets
Here's why: h/t @Mayhem4Markets
https://twitter.com/Mayhem4Markets/status/1482427248883998728?s=20
4. Re ratings in growth stocks
How are you willing to pay today, for future sales?
Many have dropped over 40-50% in the past couple months. $NET $CRWD $SE $UPST $AFRM $TWLO $SHOP $SQ
How are you willing to pay today, for future sales?
Many have dropped over 40-50% in the past couple months. $NET $CRWD $SE $UPST $AFRM $TWLO $SHOP $SQ
https://twitter.com/rhemrajani9/status/1467228632494051334?s=20
7. Interest rates
How high can they go? This can have massive global ramifications, my friend @Mayhem4Markets has broken this down mathematically many times on spaces. How muchπ²tees off the USD and impact on credit markets.
source: bit.ly/3FDy78B
How high can they go? This can have massive global ramifications, my friend @Mayhem4Markets has broken this down mathematically many times on spaces. How muchπ²tees off the USD and impact on credit markets.
source: bit.ly/3FDy78B
8. Retweet and share!
If you enjoyed this 𧡠follow me for more on #stocks #investing and the markets !
If you enjoyed this 𧡠follow me for more on #stocks #investing and the markets !
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