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Blow off top coming again this summer. Then another crash. And then Fed patience is over and they will start buying stocks openly

I remember Soviet Union was basically done in 3 days although serious cracks appeared for maybe full 5-6 years before nobody could imagine the end would happen so fast

Things happen faster now. Previous bear market continued for years. Current was less than a month

P/E 23 and is growing fast

It's absolutely mind blowing nasdaq was a bubble before covid And now it's +4% since Jan 1 Fed backstopped stock market at bubble valuation ATH for Nasdaq possible this week! Yeah, no inflation. LMAO

there is significant chance apple will not exist or default in the next 30 years maybe up to 50% there is 99% chance USA will exist and 0% will default

The thing is in middle of the February if you traded what you see not what you think you would be all-in at 3400 S&P

basically you can expect massive blow off tops several times a year following by 10-20% corrections following by bigger and bigger interventions I think to avoid it Fed has no choice but to start buying stocks with some target for growth in major indices. Consequence will be zombie market but...

How it moves now is totally explosive. It's going to blow off very soon. Market is definitely like terminal junkie right now Fed will need to mandate not bottom only but also rate of growth, because it looks like there will be blow offs every 2 months and they will have to intervene each time

How is P/E 24 based on GAAP is not a bubble? How is that not a bubble as its valuation solely based on buybacks and a lot of them financed by debt? if companies didn't use buyback P/E would be above 35 for S&P it's all financial engineering pretax S&P profits flat since 2015 of course, debt...

there is no boyz theory and there are no boyz. and there is no shaking there is the Fed. Fed buys it goes up Fed doesnt buy it goes down As Fed insists on not realistic valuation each iteration feeds into volatility burst more often as prices probably 3x what they should be so Fed has to buy...

well, you can refuse invest into stock and still can invest into things that make sense I think gold grew more since Trump election than S&P500

But they buy credit not stocks and markets are more expensive than in February And debts are huge and those zombies need more debt to survive And no buybacks and dividends cut Anything is possible but best case for s&p is 2600 and we are 200 points higher I will never ever short except for...

there won't be any depression as soon as virus gone you will see tens of trillions of stimulus a lot of manufacturing will get back from China, inflation will increase dramatically it's going to be stagflation circa 70s but not depression the only remote chance for depression if virus becomes...

The only thing is priced in is the Fed pump At current levels stock are overpriced even without virus If you think everything back to normal overnight you re delusional. Most things will change forever. Many will not recover for many years. Some will never recover Without the Fed this stock...

Looks like we spend 2 trln minimum to save 1 million lives 2mln $ per life. Many of them will die anyway within a year Why not to allow advanced directive - I refuse to use ventilator and my family gets 2 mln$

Most intl markets below 2012, some below 2007 level most have drawdowns 5-10% more than US jsut in March most currencies 10-40% lower vs US dollar from peak so in US$ a lot of intl markets are down 60-70% For example Australia - they just surpassed their 2007 peak in February and now 30%...

LOL. You don't need to fight the Fed The sht show we all observing was created by the Fed stupidity that moronic not QE repo was the most stupid thing ever done. If they din't do that our market would be like Chinese maybe 15% off. Instead Fed organized the most spectacular crash in history And...

If vaccine happens but what if it doesn't happen? there are number of corona viruses and there is no vaccine for any of them they give time frame for vaccine 12-18 months but that's not sure thing will it be 100% effective or 30-40% like flu? what will happen between current episode end and...

even if Boeing survives I'm not sure they will earn ever what they used to earn basically what I understand after this crisis around 30% of S&P will become zombies all financial sector basically is done hospitality and travel recover will take years if ever what's gonna happen to companies that...