* Real estate prices are back up to pre-crash levels. They could crash again given the right trigger. https://research.stlouisfed.org/fred2/series/USSTHPI
* Bond yields are at all time lows. The only reason to ever buy treasuries at these ultralow yields is banking regulations that require banks to buy them. That qualifies as a government-created bubble.
* QE massively expanded the money supply, most of which is sitting idle. But given some trigger for that money to start moving, such as a bit of inflation, you could see a positive feedback loop leading to even more inflation. https://research.stlouisfed.org/fred2/series/BASE
* Every time the money supply contracts, the market dips. If the fed raises rates or contracts the money supply in any other way, the market will tank. http://seekingalpha.com/article/3969863-bubble-one-talking
* Vladimir Putin is likely to invade another neighboring country since he was able to take parts of Ukraine and Georgia with minimal consequences. This could lead to a geopolitical crisis that could tank the markets.
* Iran is likely to get a nuke sometime in the next 10 years, and crazy enough to use it.
* Another terrorist attack like 9/11 is both likely and likely to tank the markets.
* The S&P PE ratio is very high at 24, so there is definitely room for a 30-50% drop. http://www.wsj.com/mdc/public/page/2_3021-peyield.html
* Crashes usually happen around election years... I suspect because the fed has ulterior motives. Why would anyone with that skillset prefer to work for the fed instead of the private sector anyway? They'd have to be a political animal.
I bought a Jan '17 1400 PUT on SPX yesterday for $11, just in case... already up 10%
* Bond yields are at all time lows. The only reason to ever buy treasuries at these ultralow yields is banking regulations that require banks to buy them. That qualifies as a government-created bubble.
* QE massively expanded the money supply, most of which is sitting idle. But given some trigger for that money to start moving, such as a bit of inflation, you could see a positive feedback loop leading to even more inflation. https://research.stlouisfed.org/fred2/series/BASE
* Every time the money supply contracts, the market dips. If the fed raises rates or contracts the money supply in any other way, the market will tank. http://seekingalpha.com/article/3969863-bubble-one-talking
* Vladimir Putin is likely to invade another neighboring country since he was able to take parts of Ukraine and Georgia with minimal consequences. This could lead to a geopolitical crisis that could tank the markets.
* Iran is likely to get a nuke sometime in the next 10 years, and crazy enough to use it.
* Another terrorist attack like 9/11 is both likely and likely to tank the markets.
* The S&P PE ratio is very high at 24, so there is definitely room for a 30-50% drop. http://www.wsj.com/mdc/public/page/2_3021-peyield.html
* Crashes usually happen around election years... I suspect because the fed has ulterior motives. Why would anyone with that skillset prefer to work for the fed instead of the private sector anyway? They'd have to be a political animal.
I bought a Jan '17 1400 PUT on SPX yesterday for $11, just in case... already up 10%
