Tentative calling of market top for the next few months?

30-year high inflation + record unemployment + plague thats killed millions + trade war with china + socialist high-tax white house + record-high crime + tapering on the way + bond yields = ath stock market rally.

seriously wtf

but why ask why, its an insane world, just go with the flow : o
 
There is always a catalyst in hindsight. Logically its inflation but will probably be something straight out of left field.
 
Curious if futs will be strong red or green, or flat, soon. Cpi ppi out early next week too, for more volatility. I bought 300 uvxy fri close, prolly fkd on that mon
 
Nine_Ender said:
A lot of the negative "catalysts" the bears on here and lot of financial media dwell on have been really weak for most of 2021. Covid issues were real but mostly first half. And my observation is I rarely see people recognizing the positive catalysts ( e.g, earnings growth, GDP growth ) that occurred besides the more obvious cheap money reality. Some coverage of it in October but almost nothing most of the year. The only catalyst that concerned me in recent months was the Evergrande crisis and that turned out to be contained.
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Interesting viewpoint as it's probably 100% opposite of my own.
I never really worried about evergrande as I won't touch chinese investments.
I suppose there could be some mild deflationary impact if they default on their dollar denominated bonds, but it doesn't seem like that could be big enough to matter.
All the articles I read on the subject never made a coherent argument for how evergrande could potentially spill over. Mind sharing your rationale?
 
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