The problem has been with treasury yields next to nothing, there is a lot of

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Jan 26, 2022
11:54:23am

NOCAL_YFAN All-American

The problem has been with treasury yields next to nothing, there is a lot of

money that has been rotated into equities. That leaves a mark when it rotates back. Add to that the speculative & casual investor money that has plowed into the market in the past year+, and you have the makings of a meaningful correction. Look at the price ratios across the board, all way higher than historical averages.

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NOCAL_YFAN

Bio page: NOCAL_YFAN
Joined: Jul 11, 2001
Last login: Jun 1, 2024
Total posts: 18,461 (10 FO)

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Messages

Author

Time

Jeremy Grantham predicts a multi-point crash (stocks, housing, crypto). Seems

TailgateU

1/26/22 11:28am

I don’t see massive crash. But also don’t see much growth opportunities either

cougarfann888

1/26/22 11:30am

Graph of home prices to consider

TailgateU

1/26/22 11:31am

I can see a housing market crash.

Bert609

1/26/22 11:32am

I actually don't see much of a bubble there - maybe some short-term sideways

Dataguy

1/26/22 1:27pm

Did you open the file or just look at the graph on the front page?

Nat Gas Man

1/26/22 4:30pm

Opened. I've used FRED for all sorts of data. I'm a data scientist and look

Dataguy

1/26/22 8:32pm

I'm not sure the crash will happen until there is another place to put your money. Why will everyone all of a sudden

Bert609

1/26/22 11:31am

The Fed fell asleep at the wheel keeping rates down too low for too long.

Mitty

1/26/22 11:51am

And kept printing money to further fan the flame of inflation.

TailgateU

1/26/22 11:53am

It’s hard to see a true multi-point crash unless there’s just absolute insane

hansel

1/26/22 11:53am

The problem has been with treasury yields next to nothing, there is a lot of

NOCAL_YFAN

1/26/22 11:54am

Housing prices are sticky. Stocks and Crypto mark to market, so yes they could

1/26/22 11:31am

Also S&P. The growth has been steeper the past 2 years than any time in my life.

TailgateU

1/26/22 11:32am

I don't know this guy, but I've read a few places that he has been predicting a

BYUFBDAD

1/26/22 11:34am

Doomsday market pieces always get more clicks than optimistic ones

franklyvulgar

1/26/22 11:36am

Constant predictor of a crash coming. October 2020 he said market

BYU71

1/26/22 12:05pm

He has been early and the warning signals have prevailed mostly.

Big Daddy D

1/26/22 2:30pm

Who knows… but that would seem like a good thing for me personally.

cougfanz

1/26/22 11:34am

A housing crash is inevitable

whoneedscorners?

1/26/22 11:36am

Yes, there will be a correction because they're all overvalued (still). To what

NOCAL_YFAN

1/26/22 11:50am

I appreciate your second paragraph very much. Made me chuckle.

Big Daddy D

1/26/22 2:32pm

Well, if we make the assumption that at least one of them is a bubble, the reason that it would be a bubble is low rates

JollyGreenGiant

1/26/22 11:52am

Crypto has also been inflated by people sitting at home with stimulus checks and

TailgateU

1/26/22 11:55am

True. And if that applies to crypto, it applies to stocks. Housing a little bit too but to a smaller extent

JollyGreenGiant

1/26/22 12:21pm

Housing was largely an overreaction to apartments during quarantine. People

TailgateU

1/26/22 1:26pm

Chicken Little

Jericho

1/26/22 12:03pm

He's been saying this for years.

memento

1/26/22 12:10pm

Time to move stocks to cash or MM?

BYU Grounds

1/26/22 2:32pm

Who? Why should I care about his opinion?

Gente_Boa

1/26/22 3:09pm

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