top | item 34304831 (no title) leoplct | 3 years ago Don’t buy stocks before 2H 2023, or until the 1Y US bond yield is greater than inflation. In other terms until the real interest rate is positive. discuss order hn newest voisin|3 years ago What’s your logic here? Negative real interest rates are artificially inflating the market? raincom|3 years ago Interesting take, as interest rate = inflation + cost of money leoplct|3 years ago Because central banks will increase interest rates until real interest rate will turn positive. Every rally in the meanwhile is just a bear market rally.
voisin|3 years ago What’s your logic here? Negative real interest rates are artificially inflating the market?
raincom|3 years ago Interesting take, as interest rate = inflation + cost of money leoplct|3 years ago Because central banks will increase interest rates until real interest rate will turn positive. Every rally in the meanwhile is just a bear market rally.
leoplct|3 years ago Because central banks will increase interest rates until real interest rate will turn positive. Every rally in the meanwhile is just a bear market rally.
voisin|3 years ago
raincom|3 years ago
leoplct|3 years ago