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Ray Dalio says ‘most people are silent’ because they’re afraid to talk about what’s really happening
When does the stock market admit that the future is not so bright for US companies? Latest jobs report not painting a good picture.
Is it just a super pump up with everyone thinking they can time the moment of the collapse? How can one time a slowly approaching future downfall if, when it progresses, it looks more like a stagnation creeping imperceptibly downhill? At least, that's the way the jerk-around seems to me so that's the way I think or, rather, fear the future may unfold.
Could it be that because so many investors share this same bearish view, that we are somehow propping up the markets - a contrarian indicator of sorts?
Bots are having fun increasing +25 bps to +50 bps at the market open each morning like clockwork, while investors sit on the sidelines. Lately these rallies have been fading each day more often than not.
Investment managers, in general, don't seem to know what to do here. So they stand pat and shrug.
Meanwhile, companies have limited visibility thanks to tariffs and related inflationary pressures. So no budget for additional hiring. Trickle down economic effects are to be felt fully in the short-term, really just starting to show up now in reports.
Comments
Bots are having fun increasing +25 bps to +50 bps at the market open each morning like clockwork, while investors sit on the sidelines. Lately these rallies have been fading each day more often than not.
Investment managers, in general, don't seem to know what to do here. So they stand pat and shrug.
Meanwhile, companies have limited visibility thanks to tariffs and related inflationary pressures. So no budget for additional hiring. Trickle down economic effects are to be felt fully in the short-term, really just starting to show up now in reports.