Warning: don’t let this discourage you from having a productive conversation, but I’m bear who is very upset he didn’t get the chance to deploy his money in fall (lmao)
I cannot help but think everything is priced to perfection and will fall in the next month. I think earnings will be huge, beating expectations, but will still cause stocks to fall whether it’s immediately or delayed. In my view, things are priced for massive beats, far more than is reasonable. That, coupled with the AI bubble, which is pulling up the market, just makes for a dirty combination that I don’t think is sustainable. Only amplified by a looming recession. Historically high PEs for a lot of big tech and healthcare, as well as some financials, staples, and others.
Thoughts?
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