Talk of The Villages Florida - View Single Post - Take Gains / Buy Puts
View Single Post
 
Old 06-21-2024, 05:25 AM
Normal's Avatar
Normal Normal is offline
Sage
Join Date: Jun 2021
Location: Earth
Posts: 2,575
Thanks: 5,482
Thanked 1,919 Times in 922 Posts
Default Fed

Quote:
Originally Posted by CoachKandSportsguy View Post
Macro regime change with several monthly reported Fed series, the big one is Retail sales this week, and after adjusted for inflation, its negative year over year.

Sentiment is way too bullish with AAII bullish reading at the near record levels in the last 5 years

Fundamentals are very poor with the Equity Risk Premium very, very low and credit spreads very tight.
Good planning. There is nothing wrong with cash getting 5%. Many indicators are indicating the downturn in the market. The FED isn’t budging anytime soon on interest rates. They have a stubborn 3% mark that can’t seem to get to or move below the 2% metric.

https://www.msn.com/en-us/money/real...ps/ar-BB1oAw0a
__________________
Everywhere

.. though we cannot, while we feel deeply, reason shrewdly, yet I doubt if, except when we feel deeply, we can ever comprehend fully."—Ruskin

Borta bra men hemma bäst
Ћє βÌŦÐÍÐ₤Ξ