Thank you for this great video. Quick question please- do you think the high degree of inversion in the yield curve is largely impacted by inflation? Do you believe this could be largely impacted by’ inflation backwardation’?
URNM is back testing its breakout verses the S and P 500 ratio is it time to start looking into this trade as energy will be in high demand this coming decade?
Leading economic indicators and their growth rates are still contracting, cyclical economy has paused and trending down, PEs are high, earning estimates diverging from usual leading indicators, China and EU recessions seem likely… preponderance of evidence on not higher 12-18 months out.
Even just a mean revision in PE ratio without recession would be a bit ugly.
Thanks for all the fantastic research work guys. I would love to start seeing some information on how to position our portfolios after the bear has taken a few bites. I’m heavily in cash and defensive assets and I’m very interested in how I should handle:1. A stock market correction (what to start allocating into after a correction). 2. Yield curve (and unemployment) starts to push up again. Your thoughts on timing reentries would be very valuable.
Thank you for this great video. Quick question please- do you think the high degree of inversion in the yield curve is largely impacted by inflation? Do you believe this could be largely impacted by’ inflation backwardation’?
URNM is back testing its breakout verses the S and P 500 ratio is it time to start looking into this trade as energy will be in high demand this coming decade?
Maybe the Fed’s shadow liquidity is the reason it’s different this time. https://www.youtube.com/watch?v=xvAaAllnFzk
Leading economic indicators and their growth rates are still contracting, cyclical economy has paused and trending down, PEs are high, earning estimates diverging from usual leading indicators, China and EU recessions seem likely… preponderance of evidence on not higher 12-18 months out.
Even just a mean revision in PE ratio without recession would be a bit ugly.
Thanks for all the fantastic research work guys. I would love to start seeing some information on how to position our portfolios after the bear has taken a few bites. I’m heavily in cash and defensive assets and I’m very interested in how I should handle:1. A stock market correction (what to start allocating into after a correction). 2. Yield curve (and unemployment) starts to push up again. Your thoughts on timing reentries would be very valuable.