From @realmoney today:
I am always in doubt - and often wrong - but here are some of my more confident views:
* The S&P has likely made an important, distributive and broad market top in early January, 2022.
* We are in a trading sardine market and not an eating sardine market.
I am always in doubt - and often wrong - but here are some of my more confident views:
* The S&P has likely made an important, distributive and broad market top in early January, 2022.
* We are in a trading sardine market and not an eating sardine market.
* We have likely entered a heightened regime of volatility.
* The consensus expectations for U.S. economic and corporate growth are too high.
* The consensus forecasts for inflation are too low.
* The consensus view that supply chain interruptions and logistical issues will
* The consensus expectations for U.S. economic and corporate growth are too high.
* The consensus forecasts for inflation are too low.
* The consensus view that supply chain interruptions and logistical issues will
be arrested by mid-2022 are probably too optimistic.
* Monetary policy has been too expansive for too long.
* The Federal Reserve will likely be more hawkish than most expect.
* When it's time to buy stocks, you won't want to.
* When its' time to sell stocks, you won't want to.
* Monetary policy has been too expansive for too long.
* The Federal Reserve will likely be more hawkish than most expect.
* When it's time to buy stocks, you won't want to.
* When its' time to sell stocks, you won't want to.
@jimcramer @saraeisen @WilfredFrost @lisaabramowicz1 @ferrotv @tomkeene @carlquintanilla @ScottWapnerCNBC @threadreaderapp unroll
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