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.
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.
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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.
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#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.
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