Retail and very amateur investor here. So my point is that everyone knows eventually we’ll get rate cuts.
From my understanding, that will be quite good for companies as they get better access to capital to grow which will make stocks go up in value. I asume that cash / bond positions will be reallocated as well to search for better options for an increase in value, which could only boost stocks more.
I know oversimplifying but, if this is the case, is there a reason not to be buying like crazy right now ? Like just dump all cash into something like SPY ?
I also assume this is why several stocks and the index are on all time highs but I fail to see what’s the risk/tradeoff of going all in (long) SPY.
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