Good thoughts and analysis. Though I do disagree a bit.
You can see how US stocks started outperforming International stocks right after 2009 and the GFC. That's when the US realized we can just print money to "fix" any bad market situation that arises. Since 2009 we've seen and used that playbook many times. That playbook is unlikely to stop, in fact, it's likely to accelerate exponentially over time. That likely means the US market will be the best place to invest unless that stops.
As for bonds, they had periods of great bull markets because of how much we manipulated interest rates over time. It's safe to say we'll never see 10% or 20% interest rates again, and we're probably unlikely to see 0.25% interest rates again. Bonds will likely just fizzle sideways over time and the foreseeable future so long as that's true.
Fair enough. Substack does not have the option to have PPP adjusted pricing. Drop an email to marketsentiment.live@gmail.com, and we will give you a better offer.
Good thoughts and analysis. Though I do disagree a bit.
You can see how US stocks started outperforming International stocks right after 2009 and the GFC. That's when the US realized we can just print money to "fix" any bad market situation that arises. Since 2009 we've seen and used that playbook many times. That playbook is unlikely to stop, in fact, it's likely to accelerate exponentially over time. That likely means the US market will be the best place to invest unless that stops.
As for bonds, they had periods of great bull markets because of how much we manipulated interest rates over time. It's safe to say we'll never see 10% or 20% interest rates again, and we're probably unlikely to see 0.25% interest rates again. Bonds will likely just fizzle sideways over time and the foreseeable future so long as that's true.
Thanks for the analysis though!
Annual Subscription of 180 Dollars is too high as far as Small Indian Investors are concerned.
Fair enough. Substack does not have the option to have PPP adjusted pricing. Drop an email to marketsentiment.live@gmail.com, and we will give you a better offer.