2011 Euro debt crisis
2012 Fiscal clif
2013 10Y went from 1,7 to 3.1 doomers called the end of days and Hyperinflation, sp500 was up 30%
2014 “ easy money have been made “
2015 some shit was in august I don’t remember, I think China did something and we had like -15%? Who gives a shit
2016 Feb China again , then brexit , then trump win
2017 probably only year I think we just made easy $ with tax cuts
2018 Fed did -20% on Sp500 September- December then said sorry guys, rate cuts merry Xmas
2019 trade wars? Who remembers any of that
2020 Covid dip , red guys sold cause bIDeN gOiNg to cRasH eConOmY
2021 …..
2022 you know the drill
Sp went from like 1150 to 4271 today
Are we going into recession ? Probably , I don’t see how Fed hiking won’t break things at some point
Do I have any clue when/ how it will play? No clue , don’t waste your time trying to time
Positions ? VTI+ VXUS, I have no clue who will be world leader in 10+ years
Strategy ? Buy indexes , shut up and wait , markets will do what markets do
Leave a Reply