is ZH ever NOT predicting a major market crash? they are no doubt a great resource, but my lord i dont think theyve ever been optimistic on anything--not necessarily saying they are wrong...i agree we should be worried by "life after QE2"...but i mean they are just wildly pessimistic about EVERYTHING
I don't think confidence indicators will go inverse parabolic if there's no QE3. The S&P might get whacked for a few points (pretty likely actually) but predicting a crash is a little too ZH to my taste.
Of course. Some negative catalysts:
(1) 2012/2014 LBO debt will need to be refi'd. What if it's not.
(2) Fiscal imbalances across the globe. Risk free rate repricing? Clearly resulting on tax rates increasing, consumer demand being curtailed in the near/medium term.
(3) Demographic shift driving fundamental long term changes in risk appetite.
All of this will be somewhat countered by innovation trends which will help support some wealth creation.
still some good 5 or so years for the next crash XD
Valor is of no service, chance rules all, and the bravest often fall by the hands of cowards. - Tacitus
Dr. Nick Riviera: Hey, don't worry. You don't have to make up stories here. Save that for court!
Aut quae numquam iure voluptatem rem. Magnam quod commodi in. Explicabo sunt cupiditate commodi ut.
Et sit corporis consequatur vitae et. Soluta non nesciunt qui doloremque corporis. Et qui atque magni. Nisi aut quibusdam quasi esse et sint provident. Suscipit ipsam voluptatem omnis molestiae reprehenderit velit.
Voluptatem nemo nihil et. Ipsam pariatur aut totam expedita minus voluptatem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
Sorry, you need to login or sign up in order to vote. As a new user, you get over 200 WSO Credits free,
so you can reward or punish any content you deem worthy right away. See you on the other side!
is ZH ever NOT predicting a major market crash? they are no doubt a great resource, but my lord i dont think theyve ever been optimistic on anything--not necessarily saying they are wrong...i agree we should be worried by "life after QE2"...but i mean they are just wildly pessimistic about EVERYTHING
agree ZH is strongly -ve biased
I don't think confidence indicators will go inverse parabolic if there's no QE3. The S&P might get whacked for a few points (pretty likely actually) but predicting a crash is a little too ZH to my taste.
Of course. Some negative catalysts: (1) 2012/2014 LBO debt will need to be refi'd. What if it's not. (2) Fiscal imbalances across the globe. Risk free rate repricing? Clearly resulting on tax rates increasing, consumer demand being curtailed in the near/medium term. (3) Demographic shift driving fundamental long term changes in risk appetite. All of this will be somewhat countered by innovation trends which will help support some wealth creation.
still some good 5 or so years for the next crash XD
Aut quae numquam iure voluptatem rem. Magnam quod commodi in. Explicabo sunt cupiditate commodi ut.
Et sit corporis consequatur vitae et. Soluta non nesciunt qui doloremque corporis. Et qui atque magni. Nisi aut quibusdam quasi esse et sint provident. Suscipit ipsam voluptatem omnis molestiae reprehenderit velit.
Voluptatem nemo nihil et. Ipsam pariatur aut totam expedita minus voluptatem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...