The question:
Has an high likelability a 10 years SPX range bounded movement?
In other words can the market discount a new flourishing blooming bull long term period? I have some doubt because to save the planet demand must shrink
The explanation:
"What Next?" is the title of the beloved The Economist© of the last week, still have to deep dive into the articles but i intuitively think epic changes are at the horizon.
Sustainability, aka the need of the earth to survive to climate change will reduce the value of economy in a way that we will see a long term anomaly in the indexes?
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Note: A further personal laughable lucubration, you can skip:
Let's bring a simple Austrian economy consumer journey simplification:
John Smith after the energy crisis will be able to consistently rationalize energy, even without inflation will feel bad to leave the lights open if goes to another room because is aware of the damage for the economy; he will try to use durable products, I will follow more and more "do yourself" tutorials on Youtube to not impact the environment and spare money(learning from the allegedly 2023 next recession). Companies and important think thanks will be more into recycling and circular economy, this will affect GDP and monetary circulation overall, kind of less power of multiplier effect, Keynesian measures.
The most likely scenario: a well known republican will be soon in power and we will hit a new max but temporary because today climate change must be addressed, then another bear due to earning reports not satisfactory due to shrimping demand.
I would like to know from veteran if you think that indeed we do not need to stick to past regression to understand this future
---
Has an high likelability a 10 years SPX range bounded movement?
In other words can the market discount a new flourishing blooming bull long term period? I have some doubt because to save the planet demand must shrink
The explanation:
"What Next?" is the title of the beloved The Economist© of the last week, still have to deep dive into the articles but i intuitively think epic changes are at the horizon.
Sustainability, aka the need of the earth to survive to climate change will reduce the value of economy in a way that we will see a long term anomaly in the indexes?
-------
Note: A further personal laughable lucubration, you can skip:
Let's bring a simple Austrian economy consumer journey simplification:
John Smith after the energy crisis will be able to consistently rationalize energy, even without inflation will feel bad to leave the lights open if goes to another room because is aware of the damage for the economy; he will try to use durable products, I will follow more and more "do yourself" tutorials on Youtube to not impact the environment and spare money(learning from the allegedly 2023 next recession). Companies and important think thanks will be more into recycling and circular economy, this will affect GDP and monetary circulation overall, kind of less power of multiplier effect, Keynesian measures.
The most likely scenario: a well known republican will be soon in power and we will hit a new max but temporary because today climate change must be addressed, then another bear due to earning reports not satisfactory due to shrimping demand.
I would like to know from veteran if you think that indeed we do not need to stick to past regression to understand this future
---
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