Hi John, thanks for the write up interesting outlook. I hadn't considered a crash up scenario. I would have expected any crash up to be short lived if rates drop as it would a sign of a real slowdown. Markets ignored rising rates from May all the way till July, so I was wondering how much impact.a fall.back in rates would have.
Hi Niall - market ignoring rates to me is a testament of the sheer strength it's been displaying in the past years. I really question if a mild economic slowdown can actually impair returns significantly... I think it's quite possible we have a deceleration from here too, but I'm not sure it will impact markets that much...
Good to have you back!
What are the "events" that Nautilus chart is anchoring off?
Hey mate - it's the other instances when we had over >15% and <20% S&P returns by the end of August! I've posted a similar one from BofA on Twitter!
Happy to see you back --- and absolutely love the view! Happy for you -- enjoy brother 👍
Thanks, Brant! Hope you are doing very well, let me know if / when in Switzerland, mate.
Hi John, thanks for the write up interesting outlook. I hadn't considered a crash up scenario. I would have expected any crash up to be short lived if rates drop as it would a sign of a real slowdown. Markets ignored rising rates from May all the way till July, so I was wondering how much impact.a fall.back in rates would have.
Hi John, thanks for your reply. It's a very interesting market. Not easy to call. A mild slowdown indeed I could see not affecting the mega caps much.
Hi Niall - market ignoring rates to me is a testament of the sheer strength it's been displaying in the past years. I really question if a mild economic slowdown can actually impair returns significantly... I think it's quite possible we have a deceleration from here too, but I'm not sure it will impact markets that much...
Hey, an old friend just showed up! Come on in!
Hey Paul - thanks for the kind words. It's great to be back. Hope you're well!
Welcome back, and congrats on the move!
Thanks Devin - always appreciate your support! Let me know when in Zürich, would be great to meet you.