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And hopefully no one sat out shouting "It's just QE! QE!" as we've seen record profits and all kinds of money coming in from the sidelines.
Ride the bubble up, Ride the bubble down. But to know a bubble for being a bubble is the trick.
But what is the bubble and what isn't? That is the real trick. Each time it is just different enough from last time that it isn't a bubble this time because...
Ride the bubble up, Ride the bubble down. But to know a bubble for being a bubble is the trick.
But what is the bubble and what isn't? That is the real trick. Each time it is just different enough from last time that it isn't a bubble this time because...
QE G-20
That will kick the can down the road a bit.
But kick it down the road for whom?
P/E's are high enough that many funds are looking outside the US for opportunities. So - if those funds slack price action in US equities, international QE would bring downside sooner here -- as suggested by the QE as trading rocket-fuel theory.
Suggesting QE is the only driver (minus earnings, volume and thus price action) requires a pretty myopic approach to markets.
P/E's are high enough that many funds are looking outside the US for opportunities. So - if those funds slack price action in US equities, international QE would bring downside sooner here -- as suggested by the QE as trading rocket-fuel theory.
Suggesting QE is the only driver (minus earnings, volume and thus price action) requires a pretty myopic approach to markets.
Global debt bubble. Global QE pushes it higher. Global wage driven inflation resets global debt bubble with the least amount of collateral damage.
You have over production in all commodities. Wages are too low. Wages need to come up to balance supply and demand. Too much production not enough consumption. QE is a band aid. Or more heroin for an addict.
Global debt bubble. Global QE pushes it higher. Global wage driven inflation resets global debt bubble with the least amount of collateral damage.
You have over production in all commodities. Wages are too low. Wages need to come up to balance supply and demand. Too much production not enough consumption. QE is a band aid. Or more heroin for an addict.
And again - you mention many variables that aren't QE.
Thanks for confirming it's not the ONLY factor as suggested throughout.
And again - you mention many variables that aren't QE.
Thanks for confirming it's not the ONLY factor as suggested throughout.
Largely QE is driving the stock bubble. That is an over simplification but it is.
Debt to income ratio for the whole economy world wide is a big problem. Largely higher wages without the creation of more debt fixes the current mess. And that needs to be globally applied.
QE makes it worse in the long run without significant wage inflation.
Largely QE is driving the stock bubble. That is an over simplification but it is.
Debt to income ratio for the whole economy world wide is a big problem. Largely higher wages without the creation of more debt fixes the current mess. And that needs to be globally applied.
QE makes it worse in the long run without significant wage inflation.
Too many factors. Look at today's tape. Markets rallying on weak data and rates rising. Not exactly a QE event.
Quote:
So in our view, investors should look more closely at fundamentals and valuations for guidance in the year to come.
Trying to predict the impact of QE – or lack of QE – on stock prices may be a distraction from what is really driving stock performance.
But that assumes
1. Bubble
2. QE created that bubble
Again - a very limited and myopic financial worldview.
Good luck with that.
It assumes that $4 trillion in new debt pumped things up unsustainably and that we will have a correction.
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