Goldman Sachs says that 60/40 portfolios might face lost decade given more challenging growth/inflation mix & stretched valuations, which suggests greater equity & cash allocations in the next cycle. Lost decades for US 60/40 relatively frequent, often followed strong bull mkts. pic.twitter.com/x8ss5IBgNP— Holger Zschaepitz (@Schuldensuehner) November 25, 2021
Could someone smart educate me on this topic? 350% global debt to GDP. If rates go to global inflation of 2.5% the 8.7% financing cost extinguishes all growth. Thus rates can't go up & in aggregate, debt must be monetized. Is this wrong? @AnalystDC @lebas_janney @JessicaNutt96 pic.twitter.com/spmyYm0fqh— Alex Good (@goodalexander) November 25, 2021
which one is it going to be this season? pic.twitter.com/B4M7DitiLN— J.C. Parets (@allstarcharts) November 25, 2021
I think 2022 will be a challenging environment for industrial metals…— Julien Bittel, CFA (@BittelJulien) November 25, 2021
Especially vs. precious metals.
The China Credit Impulse is down a lot this year & leads by 11 months.
We could be nearing a major inflection point & it’s quite the drop.
Worth keeping an eye on next year. pic.twitter.com/vWmbdlfEJ8
MF is accelerating: (1) I first tweeted this stock: MISSFRESSH [MF] when it was 3.8; (2) as of now, it is 5.10, a 35% jump within a couple of weeks. (3) it will accelerate in short period of time, as this is in middle of a W-3, after a bull nest 1-2, 1-2 series.
LKCO--(1) if you believe TSLA, NIO, XPENG & new comer RIVN are real deal for future; (2) if you believe FB changed its name to Metaverse for a good reason; (3) THEN, YOU HAVE TO LOOK AT THIS STOCK: top-3 HD Map & big data provider in China. (4) it won't stay below $1 for long.
I am on several lists of known "pro" stock analysts— Peter Brandt (@PeterLBrandt) November 25, 2021
Cannot ever remember so many experts being this bearish on U.S. equities with major indexes & A/Ds at ATHs
Maybe they will be right (me wrong) but perhaps the Hiddenberg Omen is jinxed
Price is king cc: @allstarcharts pic.twitter.com/7wEFI2eCW3
#Stock Funds Took in More Cash in 2021 Than Two Decades Combined— Tracy (𝕮𝖍𝖎) (@chigrl) November 25, 2021
Investors have poured over $900 billion into equity exchange-traded and long-only funds in 2021 -- exceeding the combined total from the past 19 years https://t.co/k1Rmtr942E pic.twitter.com/T8abrvEWi8
Is 30% inflation still inflation?— Wall Street Silver (@WallStreetSilv) November 25, 2021
Producer price index explodes in Spain with + 31.9%. pic.twitter.com/7TszKlNzr2
China approves of Jamie Dimon's sincere apology and for briefly forgetting that woke US CEO are encouraged to criticize US but can't ever criticize China pic.twitter.com/2uDfmAjK8H— zerohedge (@zerohedge) November 25, 2021