Quote:
Originally Posted by Will
I'm not selling yet. Earnings growth = accelerating. Inflation = accelerating. Spread = widening. COVID comps are juicy for Q1 as we've seen so far, but Q2 and Q3 are where the real fireworks are (Most of Q1 2020 was Covid lockdown free).
Why is everyone so bearish right now? Late 2018 after the cycle peaked through the crash of March 2020 was the time to be bearish. Anyone overweight gold and treasuries beat the market not only through the crash, but even in 2019 alone. I dumped all of my gold and treasuries a few months ago.
Yes, this horse-**** will end badly. But not yet. And aside from all the macroeconomic factors in our favor, the Robinhoodies have another $1400 stimmy coming their way.
Now that I've said that, everyone sit back and enjoy the great crash of 2-8-2021.  |
The problem as I see it, is getting out when everyone is trying to get out. That obviously doesn’t apply to everyone but pretty sure it does to me. I’d rather be a year early than a day late.