"Money buys you everything except the chance to do it again." Matthew Clayfield

Bullish Market View

I’m bullish on the market for now.

Average PE’s are uber-low and the market has been generoulsy “peppered” with the negative sentiment and fallout expectations for months now. I think the skepticism is “built-in” into current prices, most of them anyway.

This may even explain why there were almost no serious on the way: the rise has been moderated by all the negative news that came in gradually. Not an overnight realization.

Inflation is a bit of an issue, of course…

 


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