The media and
CORP
bond market are apparently not effected by the news of the Fed planning to start selling their CORP bonds since purchases began in Mar 20.
www.reuters.com/arti...june-7-idUSKCN2DF1I1
The correlation between the FED corp bond buying and mega cap stretched valuations.
The entire market is overbought if you look at the S&P 500 P/E, Forward P/E maps.
CORP
bond market are apparently not effected by the news of the Fed planning to start selling their CORP bonds since purchases began in Mar 20. www.reuters.com/arti...june-7-idUSKCN2DF1I1
The correlation between the FED corp bond buying and mega cap stretched valuations.
The entire market is overbought if you look at the S&P 500 P/E, Forward P/E maps.
- Covid is not going away. You think anti-vaxxers were bad before the pandemic?
- Inflation
RINF
.
- Micheal Burry is Shorting again.
- Rise of the MEME stocks. There really should be an ETF for these.
- Hedge funds looking to Archegos each other.
- Corp. Cyber Security breaches and Ransomware growth.
- China trying to change their world image.
- Billionaires are racing to build rockets to get off the planet.
- Billions lost in crypto bubble.
- Housing market looking like a bubble again (Canada ready to pop).
- California is one forest fire & tax hike away from being hell.
評論:
FED kicking the can down the road. Micheal Burry tweets Markets are a Speculative Bubble. He is usually early. Will update idea in august.
