The FED minutes release earlier this week is shitting on my portfolio (TQQQ, MSFT, FB, etc.) How long until they recover?
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UBT is a better hedge than TMF. Go look at the performance and volatility for the two over the last 10 yrs
Uhh you realize UBT is just 2x TLT...TMF is 3x TLT. Has nothing to do with your backtest. You can't pair the 3x levered equities with only 2x bonds leverage...
Morgan Stanley thinks the S&P ends at 4400 in 2022 due to multiple contraction in tech.
So maybe not this year?
Solid, solid recommendation. Been in since early 2020
Is now a good time to hop on it?
Why do you think this is the case? If anything, we’re in the midst of a big semi capex cycle where the earnings for a semi equipment company like LRCX should peak and 2 years from now the forward outlook is unlikely to be that attractive
Tech is in a dot com bubble two Quran hai Tu, hubahu. At some point it will be a bloodbath. From companies that will never make a dime in their lives to saas scam companies valued at a billion times revenues for something with no barriers to entry, to Alibaba and Amazon web services accounting frauds the sector is going to end in congressional testimony.
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