What’s your market outlook?
Talk about anything, ranging from the current market environment to recent macro trends (I heard of a new commodity super cycle) and which asset classes or sectors to under/over allocate.
Talk about anything, ranging from the current market environment to recent macro trends (I heard of a new commodity super cycle) and which asset classes or sectors to under/over allocate.
+26 | Fastes PM progression ever seen? | 31 | 7h | |
+20 | Track Record Expectation For PM's | 29 | 1d | |
+17 | Recommend Pass for MM HF Case Study | 5 | 3h | |
+17 | How extroverted is the junior MMHF job? | 5 | 3d | |
+17 | Why don't MMs do any activism? | 11 | 4h | |
+16 | HF perspective on Google (Alphabet) | 5 | 3d | |
+11 | Point72 Academy Case Study | 5 | 1h | |
+11 | Stephen Moyer- Distressed debt analysis | 5 | 2d | |
+10 | List of all long/short funds | 7 | 3d | |
+10 | Track record to start a small hedge fund? | 6 | 1d |
Career Resources
The allocation depends on your risk tolerance, liquidity needs, access, cost structure, AUM, etc. As for an asset class, I would overweight PC but being selective, there really are good opps in all asset classes, and in both the public and private markets.
.
I can't wait to come back to this comment.
average analyst in Ohio
thats why youre still in IB. a 50% increase in the S&P within a few months isn't called a fucking meltup. That is a rocketship strapped to twenty atomic bombs you retarded imbecile.
.
#bigflip
Continual market rally as inflation continues to roll over then crash after it becomes obvious the 4% -> 2% inflation is way harder / stickier than 8% -> 4% inflation. Fed stomps hard on the brakes and either signals intent to continue raising / unexpected rate hikes. Very clear Powell would rather overhike than underhike so it feels weighted to the downside to me.
Qui possimus recusandae aperiam sunt. Quaerat maxime libero vero ratione. Dicta eum iure odit quo incidunt. Nulla corporis vel ea qui.
At asperiores distinctio laborum doloremque. Ea qui repellat nostrum necessitatibus. Consequatur et odio voluptate saepe sunt.
Aut quia ipsum eveniet molestias quam. Officia placeat laboriosam at quo rerum. Qui dolorem velit cupiditate ipsam voluptates in. Enim tenetur porro eveniet autem sed delectus aperiam. Sed dolores at ut ut voluptatem eveniet architecto placeat.
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...