* There is a Debt Deal in the works that removes the ceiling and related draconian cuts from the discussion til at least February. Out of sight, out of mind.
* There is no election this fall.
* There is no war with Syria and high level talks are happening with Iran for the first time in decades.
* The incoming Fed Chairperson is the most dovish in the institution’s 100 year history. There will be no taper talk whatsoever so long as employment data remains muted. At least not this quarter and probably not until the spring barring a huge tsunami of good economic news.
* Stock markets around the world are selling at fair to absurdly cheap valuations.
* The banks are as highly capitalized as they have ever been.
* Home prices are back to long-term trend and appreciation continues despite recent mortgage slowdown – normalization being the operative word.
* US households reclaimed the 2007 peak in total net worth and have now surpassed it.
* Small and mid cap stocks are at all-time highs and yet still under-owned by the largest pools of capital in the US – pensions, endowments and insurance companies.
* Going back 110 years, when the Dow has been up in the first half, it’s finished the year strong with gains in the back half 70% of the time.
* Hedge funds are at their highest net short positions since January and have massively trailed every equity benchmark you can think of.
Thats the set-up going into year-end.
What happens from here? My guess would be that we have all the rocket fuel we need for an explosion.
[…]Wonderful story, reckoned we could combine several unrelated information, nevertheless seriously worth taking a appear, whoa did a single discover about Mid East has got more problerms at the same time […]
[…]although web-sites we backlink to beneath are considerably not related to ours, we really feel they’re actually worth a go as a result of, so have a look[…]
I’m a New York City-based financial advisor at Ritholtz Wealth Management LLC. I help people invest and manage portfolios for them. For disclosure information please see here.
Subscribe & Reform
Get a Full Investor Curriculum: Join The Book List
Every month you'll receive 3-4 book suggestions--chosen by hand from more than 1,000 books. You'll also receive an extensive curriculum (books, articles, papers, videos) in PDF form right away.
Professional Mason in Spring Lake NJ
[…]here are some links to web pages that we link to mainly because we consider they’re worth visiting[…]
work at home 2019
[…]just beneath, are many absolutely not related web-sites to ours, nonetheless, they’re surely worth going over[…]
Exchange Bitcoin with instant paypal
[…]Wonderful story, reckoned we could combine several unrelated information, nevertheless seriously worth taking a appear, whoa did a single discover about Mid East has got more problerms at the same time […]
anal sex toys
[…]Every the moment in a while we decide on blogs that we read. Listed below would be the most current internet sites that we select […]
strap on sex toy
[…]very few websites that happen to be comprehensive beneath, from our point of view are undoubtedly nicely worth checking out[…]
vibrating double penetrator
[…]please stop by the web sites we follow, including this one particular, as it represents our picks through the web[…]
xvideos
[…]very few websites that take place to become in depth beneath, from our point of view are undoubtedly well really worth checking out[…]
Luxury Sex Toys
[…]Sites of interest we have a link to[…]
best kona coffee online
[…]Here is a good Weblog You may Obtain Fascinating that we Encourage You[…]
clit tickler
[…]The facts talked about within the article are a few of the most effective obtainable […]
best kona coffee online
[…]usually posts some pretty interesting stuff like this. If you are new to this site[…]
wand massagers
[…]Every as soon as inside a although we choose blogs that we study. Listed below are the most up-to-date websites that we choose […]
best water based lube
[…]that is the finish of this report. Here you will locate some internet sites that we feel you will enjoy, just click the hyperlinks over[…]
vibrator prostate orgasm
[…]although web-sites we backlink to beneath are considerably not related to ours, we really feel they’re actually worth a go as a result of, so have a look[…]
Orlando SEO agency
[…]always a massive fan of linking to bloggers that I appreciate but do not get a lot of link love from[…]