Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Thoughts on a Wild Start of the Year Today is a bit of a longer post, but lots to talk about. I also want to mention – I use this blog as somewhat of a personal journal. It’s a place I collect my thoughts. I’ll be right sometimes, I’ll be wrong sometimes, but it’s fun to try and make sense of what’s going on in the markets together. Now on to the content…
Great thought process Jamin. Thanks for sharing. I actually think the recession might come as early as mid year. Because the 5/10/30 year bond all lower signal recession, also US dollar are weaker. Earning are deteriorating. Next year earning might look better compare to this year. But investor might already look pass the shallow recession to see second half 2023 or even 2024 at the moment. My question is how high do you think this Rally will be? 4300? 4600 or even 4800? new bull market or just bear rally?
Great thought process Jamin. Thanks for sharing. I actually think the recession might come as early as mid year. Because the 5/10/30 year bond all lower signal recession, also US dollar are weaker. Earning are deteriorating. Next year earning might look better compare to this year. But investor might already look pass the shallow recession to see second half 2023 or even 2024 at the moment. My question is how high do you think this Rally will be? 4300? 4600 or even 4800? new bull market or just bear rally?
Do you stand by the Dovish Fed analysis following the jobs report?