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With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?
Just like that, US equities are right back to record highs.
Following an abysmal May dominated by Donald Trump's latest and "greatest" tariff escalations, the S&P is gunning for its fifth-best month since 2009. For what it's worth, the index is also looking to log its best first half since 1997.
Unsurprisingly, some folks think this isn't likely to last, no matter how hard the Fed (and the ECB and the RBA and the BoJ and on and on) tries to prolong the bull market and sustain the expansi
We’re overthinking this. Two quarter-point cuts — in July and December — and a slowing, but not end to, QT. The one should create room for the other, with the goal being a return to normalization down the road. The millennials and Gen Z have no interest in turning Japanese. Call me an optimist.
I said it in 2009…next time we get this type of market “you will be able to run but not be able to hide”…Could be true because there is no protection in bonds ,stocks or cash.. Real estate and private debt are no haven either if a level of insolvency hits… Precious metals ??? one thing for sure you can’t eat them and storage is a risk….Tough to trade your way through this ….against machines especially.
You can go long through bull spreads. You take the rise, avoid the crash risk
Premium will eat into a lot of the returns even if the market does go up
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