how to survive an emotionally driven market# Stock
U*f
1 楼
FROM CNBC:
buy the dips, sell the rips. i think ultimately the monetary policy are
going to catch on the economy. i thought the chances of recession midyear
were 40 or 50%. we're trading at 12.5 times P/E, but the ten-year yield is
only 2% and it's averaged 6.67%, so stocks are cheap statistically, and if
you get some good growth, i think you can see a huge reallocation out of
bonds into stock, and i think fixed income can be shorted with impunity, and
if you're a retail investor that has an imbalance of bonds over stocks, you
should begin reassessing that position.
buy the dips, sell the rips. i think ultimately the monetary policy are
going to catch on the economy. i thought the chances of recession midyear
were 40 or 50%. we're trading at 12.5 times P/E, but the ten-year yield is
only 2% and it's averaged 6.67%, so stocks are cheap statistically, and if
you get some good growth, i think you can see a huge reallocation out of
bonds into stock, and i think fixed income can be shorted with impunity, and
if you're a retail investor that has an imbalance of bonds over stocks, you
should begin reassessing that position.
